Biotech Values

[iwfal]

Moreover, the bolus of individuals who contracted HCV in the 1960s, 1970s, and early 1980s is just now reaching the point where the disease is likely to progress to cirrhosis or HCC.

The whole hype on Hep C feels like one of those things that has a reservoir population needing treatment (admittedly large) that will soon all be treated and then, because of modern detection capabilities preventing new infections, the new people needing treatment will be small. I have not actually checked the reservoir math - when will the reservoir be empty, what is the current fill rate, ... . But naively it would seem a concern for a company pursuing this indication.