Biotech Values

[oc631]

We were talking about raising the price of standing alone Sovaldi!

Right we were. You suggested raising the price of standalone Sovaldi would create a problem only for companies poaching the Sovaldi backbone.

No one except other companies who use Sofosbuvir as part of combo would care.

This doesn't take into account the difference in price payers would realize between the FDC and the existing SOC in GT2 (Sovaldi/Riba). Payers are already upset with the existing $86,000 price tag.

Who said raising price of Sofosbuvir/GS5816 FDC? Why would that affect GT1 from GILD point of view?

In your quest for answers you are forcing me to analyze my corkscrew logic. Not one of my finer moments.


Your #msg-105431595 appeared to suggest the GS-5816 FDC would capture the GT2 and GT3 market and justify reimbursement. It's GILD's intention to capitalize on the monopoly status they may have in GT3 by using premium pricing for the GS-5816 FDC. The Sovaldi/GS-5816 FDC will be equally priced across all six genotypes (GT1-6). That's why I fixated on GILD's pricing, positioning, and strategy in GT1. You are right there's always the first generation ledipasvir FDC.