Biotech Values

[DewDiligence]

Sovaldi’s current sales are relevant to ENTA only to the extent that they include GT1 patients, thereby reducing the bolus of patients for all-oral GT1 treatment in 2015 and beyond. I haven’t seen a breakdown of Sovaldi scripts by genotype, and it’s likely that only GILD has such data.

A breakdown of Sovaldi patients by genotype is something analysts will surely ask for on GILD’s 4Q13 CC (to be held 2/4/14), but I’m not sure whether GILD will provide it.