Replies to post #186622 on Biotech Values

[justrpaul]

Dewophile / ENTA Market share

I'm sure I don't have to apologize on this board for being a born skeptic, so please allow me a skepticism. I saw the PR that ESRX would approve all levels of fibrosis scores. I don't take PRs at face value. Perhaps they will approve all HCV patients, but until I actually see it, and see it in some of the hepatology publications/websites or in the HCV patient websites, I will put it down as hype. Also, remember That at least one of the ESRX clients left for Gilead - Anthem?

I note your optimism in the statement - "The 5% non-ESRX is bound to rise". MAYBE

[jbog]

Someone has to define what patients Express is talking about where it has the authority to do this. Express is a PBM for many insurers (Anthem etc) together with many others where is had no authority.

(Antheme has a deal with Gild).