Biotech Values

[oc631]

Only question is how will GILD set the price for GT3?

Thanks Idit. I guess you are priming me for Round-2.



I don't think double pricing is fair. Or withholding options that would benefit patients. Yet GILD appears to be right concerning extended 24-week dosing. I wasn't aware we would see this data before the the PDUFA date (obviously I wasn't paying close enough attention). My personal feeling is a 1500 basis point efficacy margin between interferon-based and oral therapy is a fair trade-off. If Sofo/PegRiba readout at a 100% SVR rate (which isn't going to happen) GILD still caught the bottom end of this scale.