Biotech Values

[biomaven0]

Thanks.

I'm thinking of the pricing dynamics as the market matures. My sense is that JNJ would have the opportunity to cut pricing in this one segment without engendering a pricing war. So basically they could segment the market and aim at the low end. Could also market to prison populations and the like.

Any idea of the proportion of remaining US HCV patients that are in this "easy" bucket (non-cirrhotic, non-GT3)? I also assume that these are also the least likely to have already been diagnosed.

On compliance, I figure that payers might be OK with a 6-week script. Anything that increases compliance is in their interest - they don't want to have to re-treat.

Peter