Btw, I never think the "analysts" are or were dumb whenever they are wrong. If they are wrong, they are wrong for a reason to which most of us retailers are not privy to.
To be clear, I only mean the "analysts" employed by the bigger, more well known houses.
Of the $3.48B total, $3.0B was from the US, $400M was from France and Germany (the two large EU countries that have negotiated reimbursement rates), and about $80M was from the rest of the world.
In the US market, 60% of Sovaldi prescriptions were for GT1 patients (down from 70% in 1Q14), 25% for GT2, 10% for GT3, and 5% for GT4,5,6.