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DewDiligence

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DewDiligence

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Re: oc631 post# 171538

Thursday, 12/19/2013 9:23:30 AM

Thursday, December 19, 2013 9:23:30 AM

Post# of 257268

Do you have an opinion as to how GILD will handle GT1 Sofo/Ledi pricing? Will the combo be premium priced in relation to Sofo/Riba due to the NS5A inhibitor component? Or will they keep the 12-week combo at price parity with Sofo/Riba due to competitive pressure?

Almost certainly the former. I don’t yet have a modeled figure for the magnitude of the Sovaldi+Ledipasvir pricing premium relative to Sovaldi+ribavirin (which is tantamount to Sovaldi alone because ribavirin is available everywhere as a cheap generic).

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

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