I think it's pretty easy to estimate the value of the HCV market near term - abbv and certainly gild have given plenty of metrics to use:
I'll agree it's pretty easy as long as both companies are satisfied their projections will be attained. If not, one of the companies will start discounting as soon as they expect trouble. I would think Abbvie might also open the discount window if the Merck results come back impressive.
My impression is they gave too much away from the get go. Not a nice way to structure a duopoly.
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