Biotech Values

[DewDiligence]

Re: HCV pricing

So I am back to my original though: GILD will price [Sovaldi + Ledipasvir] 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. ABBV at around $120,000 gross, but closer to $100,000 net.

Although ABBV/ENTA’s 3-DAA regimen may have its greatest appeal in treatment-experienced and/or cirrhotic patients, setting a (US) price as high as $100K would be tantamount to ABBV’s abandoning the treatment-naïve non-cirrhotic segment of the market, and I can’t see why ABBV would want to do that.