Biotech Values

[dewophile]

this is about as good an outcome as possible for GILD (and bad for ABBV/ENTA)

now that GILD's regimen indicates they can drop ribavirin for most patients alot more is riding on the PEARL studies from ENTA

At this point my hunch is ENTA can compete in tx experienced patients where GILD's regimen does have a small but real benefit to ribavirin and overall equivalent SVR to ENTA. I also think ENTA will be able to drop ribavirin in GT1b patients with hopefully comparable SVR and end up with a rib-free regimen that can compete. my guess is for 1a SVR without rib for ENTA will not be as competitive

I focus so much on ribavirin because intolerance to ribavirin can probably be defined rather loosely so even if PBMs want a pt on ABBV's regimen for pricing they are going to have to allow pts to use GILD's regimen for those who are "intolerant" to rib