Replies to post #180705 on Biotech Values

[dewophile]

GILD vs ABBV

I've said this before but treatment decision are often going to be driven by coverage and not what the MD may prefer IMO. ABBV and GILD will likely negotiate with payers and be preferred regimens and patients are not going to want to pay a premium if an equally effective alternative exists

I'm on the Merck speakers panel and I probably use gonal f (a merck product) versus the competing product follistim 55:45 - with many of the decisions driven by coverage

of course there will be certain population where the GILD regimen dominates (PI failures, HIV coinfection, etc.)