Biotech Values

[dewophile]

HCV japan
the 3 dropouts (2 from SEs and one just lost to follow up) hurt the numbers here - would have been 97%, but still solid. ironically here GILD's data from the ION studies is going to have to be used against them to show they are roughly the same in GT1b non-cirrhotics, since they had 88/88 SVR in their Japanese study. Both seem more competitive than BMY (low 90s SVR), and to get a sense of the market in japan BMY with a good but not great regimen sold 200M+ last quarter (I think EU sales of daclatasvir were minimal)

not sure why ABBV didn't PR the cirrhotic data - I assume bc not good? if so GILD will have that market to themselves in japan