Replies to post #187012 on Biotech Values

[lgonber]

ACHN- WHo is talking about prescribing docs? It is all about pricing!!! Having and 8 or even a 6 week cure, shortens the treatment, being the best way to cut in price! I am embarrassing i have to explain it, that is ACHN´s value

[frontiers]

shortening treatment from 12 to 8 weeks isn’t as compelling a benefit to prescribing docs as most investors thought

lowering treatment time to 8 or 6 weeks equates to LOWER treatment price!!! And yes, price is IMPORTANT! Of course, as long as all other things like SVR12 and side effect profile are the same!

it remains to be seen whether ACH-3422 can simply be substituted for Sovaldi without lowering the SVR12 rate.

Yes, it does. But if you examine the log 10 kill rates carefully (as I have), you can infer that 3422 + 3102 can produce a high SVR12 at 6-8 week treatment.