ZymoGenetics (ZGEN)

[DewDiligence]

A few reasons:

• All-oral regimens will likely take the bulk of the market in the first-line setting.

• Pegasys biosimilars will enter the market in due course.

• Many patients will need only 24 weeks of ifn, but the fact that some patients will still need 48 weeks precludes a price hike to offset the shorter duration for 24-week patients.