…BMY with a good but not great regimen sold $200M+ last quarter [in Japan] (I think EU sales of daclatasvir were minimal).
The breakdown of BMY’s 4Q14 HCV sales of $207M was approximately 2/3 in Japan (where Daklinza is sold with Sunvepra) and approximately 1/3 in the EU (where Daklinza is sold separately and used with Sovaldi).
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”