This 12-24-week combination of Daklinza (NS5A) + Sunvepra (a/k/a asunaprevir; PI) should sell well in China in the short run because the only alternative (other than the black market) is IFN + ribavirin. However, the window of opportunity for BMY is short since this regimen will become obsolete when Harvoni, Epclusa, and G/P are approved in China.
In the US and EU, Daklinza was approved for use in combination with GILD’s Sovaldi (mainly for GT3 patients), but this regimen was made obsolete by GILD’s Epclusa. BMY’s 2-DAA was never commercialized in the US or EU.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.