Biotech Values

[ciotera]

demand will be intense upon approval

That's what people said about Telaprevir and Boceprevir but it's already softening with less than a year after launch. Throwing around numbers like 170M infected patients and calling everyone under the sun "warehoused" creates a lot of excitement but does not translate into sustainable sales.

another dark horse developer

Let's just say GILD isn't going to enjoy 3+ years of unrivaled market dominance that the first wave of PIs are getting. ABT and BMY combos will follow within a year. The remaining dark horse (if there is one) is Boehringer, imho.