Biotech Values

[dewophile]

I agree ABBV/ENTA should get some market share and I agree the market is pricing in very low expectations. I was just making a point that an insurance plan can't shut out GILD entirely regardless of pricing IF ABBV's regimen requires ribavirin now that we know GILD can do without it (unless the yet to be released data from ABBV without ribavirin are particularly strong, which is possible for 1b pts but doubtful for 1as based on ph 2 data)