It's simply logical for this category to have a cliff. You run out of accessible patients to cure at some point. The cliff was there for Pegasys and PegIntron before Incivek and Victrelis, it's just the way this market works. Yes, you can invest and cut deals / improve access and delay the cliff, but only to a point.
Some investors might believe the sales trajectory of V-Pak will mimic Incivek and Victrelis. But why would a professional analyst who is leading a team of other analysts believe that? And what will he say if he is wrong by 300% - "my bad"?
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