Biotech Values

[Rocky3]

The GS report focuses purely on HCV patients "under care" which they put (based on GILD's own figures) at 385k in the US and 272k in the EU5.

While that is true, they surely discuss the total market. They list everyone by genotype and possible revenue. They give an "under-care" gross revenue estimate of $65B worldwide, and the "diagnosed" number is $239B worldwide (really US, EU, and Japan).

If someone can teach me how to take a picture of a chart in a pdf (Exhibit 1 on page 3 of the report - actually there were three separate reports), I will try to post it. The chart tries to establish the addressable market by genotype and location and then turn that info into revenue estimates. I can't respond to private messages here but I can on SI.