Biotech Values

[justrpaul]

Volume share issues -

Translating covered lives into actual prescriptions filled is still quite murky. Restrictions as to illness surely vary among contracts. The prevalence of HCV patients will vary from one contract to another, potentially by a factor of 3. All we really know is that in Q1 2015 Gilead had 96% of US dollar volume and ABBV/ENTA had 4%.