Biotech Values

[DewDiligence]

Survey results: Market Share in All-Oral Genotype-1 HCV

Q: What is your expectation for GILD’s worldwide market share of
all-oral HCV treatment for GT1 patients during the 2015-2016 period?

a) 90% or more: 5%
b) 70-89%: 21%
c) 50-69%: 47%
d) 30-49%: 21%
e) Less than 30%: 5%


The symmetry makes the voting seem contrived, but that’s how the tally of 19 voters came out when I excluded the one voter who answered, “No Answer.” My own vote was c), which is consistent with the ENTA valuation model in #msg-92234861.

Thanks to all of the participants for participating.