Replies to post #196538 on Biotech Values

[linhdtu]

So Dew what is the estimated time line ie NDA for Abbvie's 2nd gen ? Tx

[DewDiligence]

GILD—PDUFA date for Sovaldi/Velpatasvir* combination is 6/28/16 (with priority review):

http://finance.yahoo.com/news/gilead-announces-u-fda-priority-213000114.html

Although the Sovaldi/Velpataspair combination is pan-genotypic, it figures to be commercially consequential mainly in GT3 patients and in markets where genotyping is not affordable or available (#msg-118073669).

*f/k/a GS-5816 (an NS5A inhibitor).

[DewDiligence]

GILD’s Norbert Bischofberger (CSO) on UBS webcast: SOF/VEL regimen mainly for GT3 patients. (Confirms what we already knew.)