Biotech Values

[oc631]

I'm not sure why you say this but I guess that depends on your definition of "visibility."

The oral market is bound to change yet I'm trying limit the discussion to the price setting strategies of ABBV. There's already enough speculation here. The future of HCV oral therapy, if successful, is the second generation Sofo/GS-5816 combo. One pill, Once-a-day, without ribavirin, and that works for all HCV patients.

While there's no reason to expect GILD to be open to any formal licensing arrangement involving simeprevir and sofosbuvir, it sounds like you still expect there to be at least some off-label use of this combo.

Oral combo therapy will be available for GT1 patients off-label in 2014. Simeprevir can make it happen. Interferon-intolerant patients (there are many) could perhaps make a case for reimbursement of this option. There's a short window for JNJ/Medivir to profit from this situation before approved combos reach the market.