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DewDiligence

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DewDiligence

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Re: jellybean post# 170293

Thursday, 11/21/2013 1:53:11 PM

Thursday, November 21, 2013 1:53:11 PM

Post# of 257271

…who is going to pay $100K to treat them? Definitely not the VA…

Agreed. The analysts (mostly those who are bullish on GILD) who think any HCV regimen will have an ASP of $100K are out to lunch, IMO. The nominal list price might be $100K (or higher), but the ASP will be substantially lower than $100K after rebates.

This is why I don’t think third-party payers will limit reimbursement to only the sickest patients (#msg-94307228).

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

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