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Re: Tasergunn post# 380

Monday, 06/09/2014 4:20:00 PM

Monday, June 09, 2014 4:20:00 PM

Post# of 810
Regulatory hold Sovaprevir during a combination trial. fda didn't like an elevation of liver levels. i think it was in combo with an HIV drug. the good thing is they have additional compounds and drugs in their pipeline that they feel will still outperform Gilead's with regards to a shorter treatment time (8 weeks vs 12 of Gilead), with better than 90% cure rate across all types of HCV, not just the type that Gilead's product gets 100% results against. I think Deshpande was indicating a $50k treatment course in comparison to Gilead's $84k.

curious now with Idenix's acquisition by Merck how the other "me too" hcv pharmas will do... With about 100M shares outstanding, a $1.2B acquisition price would result in a $12 price tag. $2B would be $20.

Gilead acquired Pharmasset for hits HCV drug for over $10B... And may make that back this year alone... Shows you what being first to market is worth...