Biotech Values

[biomaven0]

>>JNJ/ACHN—3-DAA* HCV regimen has good-news/bad-news—mostly bad

So here's my question: Is it not plausible that the bulk of the yet untreated patients in the US fall in the non-cirrhotic GT1 category? My assumption is that the "tough" patients have been treated first and that the bulk of the residue constitute "easy" patients.

Thoughts? Will the market demand a pan-genotype treatment, or will patients still be genotyped and segregated into categories to be treated accordingly? If the latter, I could see a role for a 6 week treatment for the easy patients. So will JNJ take this forward?