Biotech Values

[bladerunner1717]

re: ENTA

Dew,

"Ultimately, we think payers and doctors will choose a regimen most likely to cure all patients with a single pill. We also think payers will be worried about relapse & expenses associated with them."

Can you explain to me why any doctor in their right mind would want to prescribe a drug that was twice a day and may have relapse concerns when a drug that was once-a-day and had no relapse concerns was available? How do you justify your prediction that ABBV/ENTA will garner 38% of the HCV market?


Bladerunner