Biotech Values

[DewDiligence]

Re: Long HCV tail in supply-constrained market

http://www.bizjournals.com/sanfrancisco/blog/biotech/2014/05/sovaldi-veterans-affairs-hepatitis-c-gilead-gild.html

By triaging patients, healthcare providers can absorb the patient load—and Sovaldi's cost—over 10 to 15 years, said Gilead President John Milligan.

Whether it takes 20 years, as ENTA’s Jay Luly recently said (#msg-101666855) or it takes 10-15 years, as GILD’s John Milligan says above, all-oral HCV regimens are not going to exhibit an Incivek-like boom & bust pattern. All such talk should immediately cease, IMHO.