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Re: Whalatane post# 42724

Tuesday, 02/24/2015 1:06:05 PM

Tuesday, February 24, 2015 1:06:05 PM

Post# of 425704
Kiwi: Excellent point but a bit overstated. The PCSK9
drugs will be facing large discounts from the PBM's,
just as we are witnessing in Hepatitis C between GILD
and ABBV. They are so far superior to Statins, that
when I say 'all" I'm really referring to a continuous
erosion in sales from the Private Sector. Managed Care
and the ACA will only reimburse and dispense the cheap
generic Statins, until the ACC/AHA take a decisive stand.
Their efficacy data and safety profile are most compelling.
The average lowering of LDL C is about 70%. There are
numerous players, AMGN, REGN,SNY, PFE etc. this IMO will
set off the mother of all price wars. Stay tuned.
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