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Re: DewDiligence post# 213388

Friday, 09/01/2017 3:52:29 PM

Friday, September 01, 2017 3:52:29 PM

Post# of 252199
So the BBG numbers (which have been much better for HCV scripts in the past than IMS) for Mavyret are 19, 93 and 180 for the first three weeks. The TRx for Vos for the first 5 weeks are 20, 54, 54, 87, and 131. My guesstimate is that Mav will do 4-10 times better than Vos in NRx and 3-7 better in TRx. Still a hugely broad range for a guesstimate and does not count public markets.

The overall HCV commercial market in the US continues to decline - now under 7500 TRx on weekly basis - last year at this time it was ~9500 and '15 had over 11,000.

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