Biotech Values

[oc631]

I think that even noninferiority to SOC is enough for approval in GT3 since GILD's combo treatment is shorter and better tolerated plus these patients have no other option.

My position is somewhat extreme and contingent on GT3 naive results. Combined SVR rates with GT2 also is a net positive for GILD. How the FDA reacts to the weak data in GT3 is key to how this plays out.