Biotech Values

[justrpaul]

Rocky,

I think the time frame that doctors and patients have in mind is the norm they've dealt with for so long - 48 weeks. Compared to that, 4, 8, 12, so what. Especially when the side effects are so minimal. The concern is the cure and if 12 weeks gives some benefit over 8 and there are no side effects, why would you shorten the treatment? Doctors are conditioned to tell their patients to take all of your medicine, even if you're feeling better.

I think the concern of the Gilead competitors is differentiation and marketing. The concern for patients and physicians should be cure. Stock analysts who have no medical skin in the game seem to be enamored with shorter timeframes, as if they are handicapping a horse race, rather than a clinical problem.

By the way, my 15 week HCV qualtiative test shows "not detected". That's after 12 weeks of Olysio/Sovalsi and with - because my docs love me and really wanted to be sure of a cure - the last 5 weeks with ribavirin added.