Replies to post #205379 on Biotech Values

[DewDiligence]

Is 95% good enough in the treatment-naïve setting? A few years ago, people would have thought such a question was inane, but now it makes sense to ask.

[dewophile]

I for one, would not want to be treated 50% longer and pay 50% more to go from 95% to 98%

I bet the 3 drug combo is priced higher so it ends up being comparable in price to 12 weeks of eplcusa. GILD gets a premium to treat a prior failure - entirely fair - and they can then promote the triple for 8 weeks in naives and get docs used to prescribing it in this setting in advance of potential short duration competition down the road
The downside of failing tx is large so i can see in that scenario some docs/pts opting for another month of tx for some incremental benefit (especially if it is more than 3% in certain subsets once details of the study are made public)