Replies to post #185019 on Biotech Values

[willyw]

RE: what you highlighted in red

How do you see this playing out for G-4?
(Not approved by FDA, but within guidelines for treating per AASLD?)

I have wondered if like TX with Olysio this year whether the Abbvie G-4 treatment could get some play?

Yesterday I didn't think much, today....I wonder.
But the agreement you posted ONLY covers G-1

[DewDiligence]

ABBV/ENTA—US payer contracts for V-Pak anticipate switch to 2nd-generation HCV regimen (ABT-493/ABT-530) when approved. (Source: ABBV’s Barclays webcast.)

[DewDiligence]

ESRX 1Q15 CC: HCV (i.e. V-Pak) patients are being cured at an even higher rate than they expected.

[DewDiligence]

ESRX continues V-Pak HCV-GT1 exclusivity for 2016:

http://t.co/Fx9Rr9RgtF