Biotech Values

[justrpaul]

When Gilead said "We estimate that at least 90% of genotype 1 HCV patients beginning treatment in the quarter started therapy on Harvoni...", it does not logically follow that all the remaining 10% went to V-Pak. Olysio had 100 million sales in the quarter. Sovaldi can also be used for GT1. V-Pak may have the majority of the remaining 10%, but it is by no means clear that they have it all or what exact percentage they do have. Dollar sales figures would only indicate something above 4%.