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willyw

10/21/15 10:54 PM

#1122 RE: NY1972 #1121

If *8-week* regimen gets 100% SVR12 in GT1 patients, can it get 50% of US market anyway?



First off, it doesn't get 100% of all G-1's; only treatment naive non-cirrhotics, and so far in relatively small numbers.
(but there are other studies that show promising results in other genotypes and in past treatment failures.

We may see that this treatment work on other harder to treat groups, but they will need to run larger more definitive studies.
The data I see looks very very promising. This may not be as good as it gets.

Will they get half the market based on that? Doubtful.
Gilead has a huge great start, and they will lose some market share to Abbvie/ENTA. There are other players and they will get a slice as well.

IF it were true that the Abbvie 2nd gen was superior to Gilds, then yeah, perhaps. We really haven't seen enough to know the answer about efficacy, cure rate for harder to treat sub-types, or safety.

More will be known after AASLD