Biotech Values

[DewDiligence]

GILD’s own PR on Harvoni—note 8w-vs-12w label:

http://finance.yahoo.com/news/u-food-drug-administration-approves-175400973.html

Harvoni’s efficacy has been established in patients with chronic hepatitis C virus (HCV) genotype 1 infection, with a treatment duration of eight, 12, or 24 weeks depending on prior treatment history, cirrhosis status and baseline viral load. Eight weeks of treatment with Harvoni can be considered for treatment-naïve patients without cirrhosis who have baseline HCV viral load below 6 million IU/mL.

According to GILD’s prior statements, approximately 45% of US Harvoni patients will qualify for the 8-week duration. The 24-week duration will likely be used only for certain treatment-experienced cirrhotic patients.