Biotech Values

[DewDiligence]

even if Vertex or Merck succeed in driving referrals, with the limited number of treaters out there, is it even possible to increase their practice size 3+ fold within a year or two?

Yes, according to VRTX. This exact question was asked during VRTX’s EASL webcast.

These are all reasons why I think [Decision Resources] is way off the mark.

Feel free to give us your own HCV forecast for 2013 (or any other year). I haven’t read DR’s report and don’t intend to; I obtained DR’s $7.7B forecast for 2013 from the PR they issued to tout the report.