Biotech Values

[ciotera]

no significant difference in cost to the patient

I think most plans would prefer to pay for 8 weeks sofosbuvir + dirt cheap riba vs. 12 weeks sofosbuvir (unless medically contraindicated to riba). So both regimens can be on label and the cheaper one would get better coverage.

It'll be interesting to see how much of a premium GILD asks for sofosbuvir vs. incivek or simeprevir. If patients are producing as little as 8 weeks of revenue and you got to recoup 11B, you might be tempted to overprice and leave ABBV and BMY some room to compete on price.