Biotech Values

[oc631]

Why not test longer durations in GT2? Sofo/Riba is the choice combo within this genotype.

It's important to understand the value of the GT2 patient pool to GILD in developed and emerging markets. GILD has a monopoly, in terms of labeling, within this subgroup. GT1 will be a shared market and GT3 IMO should still be up for grabs to competition (advantage GILD). This will be decided by the FDA.

The substitution of GT1 patients within the design of a traditional GT2/GT3 study indicates GILD has no intention of enrolling these premium subjects in any clinical studies until competition within the GT2 subgroup demands it.