Biotech Values

[oc631]

Your model/opinion depends on relative efficacy of any competitors' FDA-approved products about which we have little or no data presently, does it not?

Price will trump efficacy when first generation oral therapies are already producing mid-90's SVR rates. The exception may be GT3 considering less than stellar results of approved oral combinations and lack of competition. Sovaldi/GS-5816 is expected to be labeled for all genotypes, and it will be GILD's premium priced combination, yet it will find limited use outside of GT3 in treatment-naive patients.