Replies to post #196599 on Biotech Values

[jbog]

Why would surmise that the worldwide spending on HCV treatment has declined by 10% over the last quarter?

Are they only treating the sickest and that population is being exhausted?

[DewDiligence]

4Q15 V-Pak sales $554M (+18% vs 3Q15): $197M US (-19% vs 3Q15); $357M ex-US (+57% vs 3Q15):

http://finance.yahoo.com/news/abbvie-reports-full-2015-fourth-124700596.html

GILD reports 4Q15 Harvoni sales on 2/2/16 (after the close).

[DewDiligence]

Calendar 4Q15 V-Pak vs Harvovi (GT1 patients) $ millions

 
 WORLD   
 V-Pak     554  13.2% 
 Harvoni  3345  86.8% 
 Total    3899 100.0% 
      
 US   
 V-Pak     197  10.3% 
 Harvoni  1707  89.7% 
 Total    1904 100.0% 
     
 Ex-US  
 V-Pak     357  17.9% 
 Harvoni  1638  82.1% 
 Total    1995 100.0%