Biotech Values

[mcbio]

Olysio total scripts have tracked Victrelis launch closely, about 1/10 of Sovaldi.

Yep, was hoping Olysio would get off to a quicker start with off-label sales with Sovaldi but that doesn't appear to be the case given JNJ's last quarterly CC. I ended up closing out my Medivir position for about a 50% gain. I'm pretty convinced GILD will dominate the HCV space, particularly if 8-week data pans out, so figured it was time to move on.