Biotech Values

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>> promising data from latecomer Merck have analysts relegating the Illinois company to third place despite some excellent late-stage results.

Well, I guess analysts are jumping ahead of themselves again, repeating the mistake they made with GILD by projecting an almost monopoly of hundreds of billions of dollars in short period of time on HCV because of better convenience from similar SVR and safety while unable to foresee potential pricing issue from an indication where majority of patients are on public healthcare. I thought GS provided one of better reports on HCV the other day by taking all things in consideration, SVR, pricing, as well as safety and convenience.