Biotech Values

[Rocky3]

"Their U.S. Viekira Plan has been disastrous. I'm not sure if it's broken out but it seems that Merck's Zepatier could be outpacing it already."

Depends what area you are looking at. In US, Zep is already 2x+ V-Pak - $164 vs $76, but V-Pak has $378 WW. BMY's Dakl is still larger at $379 WW. Both V-Pak and Dakl will be down big in Q4 in the US, as Epcl takes more share. But V-Pak is mostly OUS already, so WW sales will not be hit too badly.