Biotech Values

[oc631]

The GILD PR claims that riba was the source of the tolerability issues within their combo. This is just posturing because they have strong riba-free data. This will be a shared market. ABBV and payers would not have it any other way. We spent years on this MB talking about riba, QD/BID dosing, dosing durations, etc. I personally have come to the conclusion that pricing will trump them all. Keep in mind GILD had excellent data priced into their share price and ABBV still gets no respect in HCV.