Biotech Values

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The number is reasonable to me because main constrain on number of HCV patients could be treated is IFN. Once IFN is eliminated, physicians survey showed they could increase treatment capacity by 60%.

My personal view on outer-year as I expressed before is it has to reach out to patients normally would NOT be diagnosed and treated, thus the importance of education and price.

Overall GS survey very positive for ABBV/ENTA's regimen, similar to my own view.

ABBV: Survey reinforces our view that ABBV’s HepC regimen will be competitive

We continue to believe that ABBV’s regimen has potential to be a real competitor to GILD. Our physician survey reinforces our view. When provided with Phase 3 data for both regimens, the majority of those surveyed viewed the ABBV’s regimen as comparable to GILD’s Sovaldi/GS-5885 on efficacy and safety/tolerability. And while physicians did acknowledge that ABBV’s regimen was less convenient than GILD’s (higher pill burden), we expect SVR and price to play a greater factor in market share outcomes.