Biotech Values

[biomaven0]

Being first to market in GT1 oral offers the opportunity to participate in the largest drug launch in history considering pent-up demand for interferon-free treatment.

One of the docs at Cowen made the point that for most patients there is no hurry to treat. Judging by his comments, he would also be reluctant to treat with any combo that might engender subsequent resistance if it failed. Other docs may not be so sophisticated, but it suggests that many docs might elect to simply wait if the first-to-market interferon free combo isn't top notch.

If we look at HIV, it certainly wasn't first-to-market that ended up winning.

Peter