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zipjet

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zipjet

Re: DewDiligence post# 185053

Monday, 12/22/2014 7:38:44 PM

Monday, December 22, 2014 7:38:44 PM

Post# of 251757

the market thinks the overall size of the HCV market has decreased.



DD:

Just to be clear: The above is Rocky3’s thesis, not mine.



IF by "the HCV market" we are talking about HCV drug revenues, THEN there no question that it has decreased. ABBV undercutting on price and further cutting a deal to discount that price cuts the revenue. Any competition on price by GILD, which is to be expected also cuts the revenue.

ij

It is astonishing what foolish things one can temporarily believe if one thinks too long alone ... where it is often impossible to bring one's ideas to a conclusive test either formal or experimental. J.M. Keynes

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