Biotech Values

[oc631]

Third-party payers will be more than happy to pay for a short course of treatment that increases the likelihood of attaining an SVR and thereby eliminating future costs of the disease entirely. This will be one of the easiest treatment decisions the payers will ever have to make, IMO.

The need to go off label will be dictated by the number of null and non-responders. It's fair to say all treatment naive patients will be treated with approved oral therapies before doctors consider other options. GILD will obviously move forward with PSI-7977/Riba and with the dual nuke combo granted it remains safe. GILD may also continue late-stage testing with

1- PSI-938 monotherapy
2- PSI-938/Riba
3-PSI938/PSI-7977/Riba

This is without recognising any value in combining GILD's in-house pipeline (if any). Off label cases in HCV oral treatment should be limited.