Biotech Values

[dewophile]

Thx Peter

Likely not a significant overlap with the treated HCV population

This may be true in the US given the peak age incidence of HCV here is 50-70, although conditions like afib in the older end of this age range is not trivial. If Harvoni is stigmatized by these reports in pts w arrhythmias it could be meaningful - even 2-3% loss of share in such a large market is real money. viekira does have precautions in its label w amiodarone as well but i would think it would be preferred for a pt on amiodarone or who is at high risk of needing it given this recent FDA warning and drug-related pt death
i woudl also add that in japan average age is older and this could have a more significant impact commercially when abbv/gild compete in this market