Biotech Values

[oc631]

From the Bloomberg article mentioning off-label Sofosbuvir/Daclatasvir use in GT3 patients

"Prescribing the two drugs as an off-label combination [GT3] may be too expensive because they’ll probably have high prices as individual therapies whereas Gilead’s cocktail may be cheaper, he said."

What needs to be taken into consideration is the cost of GT3 retreatment. In the real world setting up to 40% of GT3 patients will fail Sofo/Riba therapy. There is no competition for follow-up oral GT3 therapy at this point in time. Just GILD.


In a system based on rewarding individual accomplishments. GILD stands to profit twice from every GT3 patient that fails first-line therapy.