Biotech Values

[oc631]

GILD is hoping that SOF+RBV will fare better in GT1b than the 50% that you quote.

Hope and hard data are two different animals. GILD will have a total of 60 patients undergoing treatment in Russia without any supporting data from the U.S. I repeat GILD is on record saying Sofo/Riba isn't potent enough in GT1 (meaning GT1A or GT1B). The longer duration thesis was based on an anomaly seen during 16-week Sofo/Riba testing in GT3.

This is a business decision that assumes that clinically the regimen will show enough efficacy to be competitive with IFN-based triples in a GT1b (easy to cure) dominant price-constrained market.

That will never happen (source:GILD). You are also embellishing the cost of peg-interferon in Russia. The idea of GILD pushing sofosbuvir into the Russian market is at odds with their overall strategy at this given point in time. The focus has been to capitalize on developed markets. That's why this rumor is hard to digest. All due respect to Andy but do these sell-side analysts have names?