Biotech Values

[iwfal]

RTRX -

At orphan drug price? Good luck! Why would insurance companies pay that? As OCA will likely be approved for PBC well before ph3 in NASH. If people want to use and insurances allow off label use, I'd think they at least use something with data to support usage.

I was very carefully specific about my prediction - and that didn't include anything about pricing (one way or the other). I honestly don't know how the generic issue plays out - but my point is that I give at least some reasonable probability that they figure out some way to make reasonable money on NASH before ICPT can get through their ph iii for NASH. Perhaps 30 or 40 percent is too much given the obstacles - but my general point still stands.