Replies to post #186361 on Biotech Values

[DewDiligence]

Re: HCV patient throughput

…your premise has always been that the market was constrained by the provider side.

That’s still true, IMO, but the US patient-throughput capacity increased to some degree when ESRX decided to cover V-Pak scripts even when written by non-specialists (#msg-109269854, #msg-109540071).