Biotech Values

[ciotera]

GILD - SOF+RBV for GT1

There may be rational explanations for this beyond inferring that something is wrong with Ledispavir.

For instance, GILD may want to position SOF+RBV as a pan-genotypic "good-enough" regimen - why bother with tailored therapy if you can just prescribe SOF+RBV to anyone without even bothering with genotype testing?

More importantly, this may be driven by pricing considerations, especially with respect to emerging markets - there is more room for premium pricing SOF if there is no additional cost of LED or Peg-IFN. SOF is the crown jewel of their portfolio, they need to price it at max around the world to even have a chance at positive return on the VRUS purchase.