Biotech Values

[dewophile]

jbog
reps aren't driving this market so why follow this drivel. it's all about contracting. the reps are there to try and move the needle on the minority of contracts which don't have exclusivity with one product or another (it looks like they are getting 5% penetration in non-abbv exclusive contracts based on rx data since the health info companies seem to be blocked out of the exclusives for the most part - that woudl make for a frustrated rep, but doesn't change the fact they ahve 20% of the market still (even if gild gets about 20% of the abbv preferred market since 5% of 80% and 20% of 20% is a wash