Biotech Values

[DewDiligence]

>Why spend more money for Exforge?<

Most people won’t have to if Exforge ends up on tier-2, where the copay is typically not greater than the copay (or out-of-pocket cash price) of two generics.

Lotrel sold $1.4B last year in the U.S. alone. I think Exforge will do even better than that, and it will be sold globally because NVS does not need any cooperation from PFE.

This is about convenience, compliance, and clinical data (which Diovan has in spades). Exforge will be one of the easiest sells for the NVS reps, IMO.