Replies to post #184160 on Biotech Values

[Rocky3]

$GILD/$ABBV/$ENTA/$MRK

My Gastroenterologist/Hepatologist. Had another appointment today. At the end I brought up HCV treatments.

1) Still a lot of patients coming through. Those getting treated are mostly the sickest. Totally driven by payors - will treat as many as can get coverage now.

2) Cleveland Clinic has also indicated that it would cover only the employees that are sickest.

3) Prefers to use Harvoni since it is "easiest," but will use whatever can get approved by insurance.

4) Is convinced that prices will come down further when additional competition is available, so it makes sense to delay treatment for those with the lowest viral loads.