Biotech Values

[Rocky3]

re $JNJ $MVIRB $GILD - still pretty amazed by script numbers for Olysio, especially since used mostly/exclusively with Sov (ex-Japan). Can understand cost concerns if 1/3 of usage of Sov at $150,000 level.

Looks like Oly sales will be at ~$1.2B+ level for Q2 (second best ever?). Expect sales to hold up for Q3 (mostly on back of OUS sales) and then almost disappear by 2Q15 (except for Japan). Still almost $3B for '14. Don't think anyone expected that.