Biotech Values

[ciotera]

Re: “amuse bouche” Sovaldi

I think one thing that the industry and analysts aren't yet registering is that the spectacular performance of Sovaldi means that IFN isn't as big of a barrier as people thought. It can't be that all these patients who got on Sovaldi+IFN were desperate to get treated in these six to nine months. The only conclusion I can draw is that when a potent, clean and simple DAA was finally offered in combination with the old standard of care, people were very comfortable using the old standard of care. I think this has implications for what we can expect from SOF+LED and AbbVie 3D when the IFN-free era officially starts. If IFN wasn't a barrier to Sovaldi's uptake, then it follows that getting rid of the IFN isn't going to be a tremendous driver for SOF+LED.