Biotech Values

[ciotera]

Re: 95%

I think it is for most patients and payers if it comes at significant reduction in length of therapy / cost. If Abbvie can produce 99% but it is not 8w and/or you need to see if they are cirrhotic and treat longer, then I think we may end up replaying the Harvoni vs. Viekira scenario - people take ease-of-use and convenience over minor advantages in efficacy when we are at these extremely high levels already.