I was thinking more about the side effects of VRTX's drug. I'm not sure how adding side effects to a SOC that already causes huge compliance issues will be received. It seems to me adoption would require a sig higher SVR over 12 months or at least comparable SVR over a shorter course SOC.
I worry that at some point, lower SVR advantages will result in lower use of the drug because of VRTX side effects.
Unless otherwise indicated, this is the personal viewpoint of David Miller and not necessarily that of Biotech Stock Research, LLC