Biotech Values

[DewDiligence]

Re: Albuferon quiz

>I figured that if biweekly dosing allowed Albuferon to capture a 50% market share with no better efficacy / tolerability, then less frequent dosing is a major driver in determining preference…<

Less frequent dosing is the main driver for Albuferon to attain a 50% share in the base case. But that still doesn’t make a strong argument for c). The thinking here is tricky but logical.

>If the competition is only Pegasys…<

Peg-Intron was in the survey too. In the base case (i.e. assuming Albuferon lacked the benefits of a), b), or c) ), 50% of docs said they would prefer Albuferon, and the other 50% were divided about 60/40 in favor of Pegasys.