Biotech Values

[Rocky3]

For a long time, I assumed that the all-oral would be priced at $84,000 for the 8 week treatment ($1,500/pill). I still think that it will be under that due to the political drama, but I may be underestimating GILD's price toughness (and ABBV's).

So I am back to my original thought, GILD will price the all-oral around $1500/pill. Will make the 8 week treatment at $84,000, less than the current ~$92,000 all in. Will make the 12 week $126,000. less than the current $150,000 all in with Oly.

ABBV at around $120,000 gross, but closer to $100,000 net.

Primarily based on continued discussions around pricing that emphasizes Sov cost with Oly. Still ~4 months away, so retaining right to change my mind again. FWIW.