Biotech Values

[ciotera]

It’s been only 112 days

By six to nine months I was referring to the gap left before the all-oral regimens are going to become available (ok maybe more like 12 months if you count from GILD approval date).

If you believe that there is a real capacity constraint on the system (only so many treaters that can only see some many patients), then that limited base is where Sovaldi has sourced its business from. Which implies a significant drain. Which (to me) in turn implies that the need for IFN wasn't as big of a deterrent as we originally thought.