Biotech Values

[ciotera]

Don't bother reading the DR report, it's not worth much.
If I were in the position to provide a forecast for the HCV market it would be a fraction of what DR is quoting - they are just too exuberant about their uptake assumptions. And I also disagree that it's all downhill after the first bolus of treatment experienced patients get re-treated and cured. They are ignoring an important element that a lot of people cannot or will not be willing to get re-treated as long as the SOC includes IFN, so there will be another peak post 2015 when the first oral combo comes to market.