Biotech Values

[dewophile]

It will be interesting to see the data - perhaps certain subpopulations will be candidates for 8 vs 12 (viral load, 1b vs 1a). what will be difficult from a pricing standpoint is if a dynamic endpoint like viremia at 2 weeks can guide treatment duration

regardless i expect ABBV to adjust to whatever pricing scheme is out there by GILD and try to lock down a sizable minority of the market

however, for anyone with a choice of regimens i think GILD wins unless the PEARL data surprise to the upside because in the real world there will be more non-compliance than in trials, so if there is room to drop ribavirin and/or shorten treatment duration and still maintain very hgh SVRs that may play into treatment decisions