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Post# of 251952
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DewDiligence

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DewDiligence

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Re: genisi post# 169352

Tuesday, 11/05/2013 9:11:50 AM

Tuesday, November 05, 2013 9:11:50 AM

Post# of 251952

…GILD is stretching its DAA regimens to shorten the treatment to 6 weeks.

Not likely, IMO. On GILD’s 3Q13 CC, Kevin Young, chief commercial officer, said (http://seekingalpha.com/article/1785222-gilead-sciences-ceo-discusses-q3-2013-results-earnings-call-transcript ):

Just to chip in with a commercial angle here: …if you move from three months to two months, that's clearly a step change and an advantage… going from eight weeks to six weeks doesn't really give you that much more… I don't think carving off an extra two weeks is that big a differentiator when it comes to the commercial profile of the products.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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