HCV - Please expand..
Nothing of the sort. Actually, the better the drug, the more likely the boom and bust scenario. I have explained the logic for this once before on this board. HCV is unlike any other therapeutic category in pharma. If there is a good drug in the pipeline, there is a warehouse that builds up for it. The better the drug, the bigger the warehouse. Once that drug comes to the market, there is a very rapid depletion of the warehouse, the better the drug the more rapid the depletion. Once the initial warehouse is depleted, it is very hard for the drug to stay on a growth trajectory because it has to get its business from sources other than the very willing eagerly anticipating warehoused patients. It now has to get patients that may not even be ready or willing to get treated, or patient who aren't even seeing treaters and need to be referred by their PCPs, or patients who may have reimbursement problems, or patients who are not even diagnosed yet.. all very sizeable pools but not as easy or quick to unlock as the warehouse that was waiting for you. So, that's why I say, it's just a matter of time until the trend reverses itself. The analysts who run with ridiculous projections of continuing growth through the end of the year have lost touch with reality or are vastly overestimating the size of the initial warehouse that was waiting for Sovaldi.
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