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ghmm

01/09/15 12:51 PM

#185777 RE: DewDiligence #185774

In the (second) Vertex book they spent a good deal talking about that (I vaguely recall the incident) where the street got all worried about what turned out to be an error and under reporting of Incivek numbers. They talked about vertex trying to get (I believe it was IMS) to issue a PR about it too.

justrpaul

01/20/15 1:50 PM

#186350 RE: DewDiligence #185774

ABBV’s Viekira-Pak scripts will be underreported by IMS

Why would the manufacturer and the supplier demand that sales be obscured, or hidden? It must be a short term tactical reason, for eventually the numbers will out.

jbog

01/20/15 5:23 PM

#186361 RE: DewDiligence #185774

Regarding Scripts. I'm sure it's too early to even think of Abbvie's scripts but your premise has always been that the market was constrained by the provider side. Do you know if Gilead has seen a decline?