Thanks for posting. I think the analyst's $4B figure overestimates the overall size of the 2014 HCV market in the US/EU. The analyst's report is too high (IMO) on the number of GT1 patients who will take Sofosbuvir + peg-IFN/ribavirin in 2014 rather than waiting for approved all-oral regimens in 2015.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”