Replies to post #205615 on Biotech Values

[linhdtu]

Why is Viekira doing better ex US vs Harvoni ? Is it because of cost ? I would assume other countries are more cost conscious than the US, especially either the gvts or their payers who in general imo have less influence politically than here. That may be both true in developed countries and 3rd world.

[DewDiligence]

3Q16 Harvoni vs Viekira* vs Zepatier ($ M)

[This is the same data as in #msg-126235931 with Epclusa removed;
the rationale for removing it that Epclusa is almost exclusively used
for GT2/GT3 patients, where Viekira is not approved.]

 
 Total  
 Harvoni         1860  77.4% 
 Viekira          378  15.7% 
 Zepatier         164   6.8% 
  
 US  
 Harvoni         1084  81.9% 
 Viekira           76   5.7% 
 Zepatier         164  12.4% 
  
 Ex-US  
 Harvoni          776  72.0% 
 Viekira          302  28.0%  
 Zepatier         n/a   n/a 

*Includes Viekirax/Technivie (2-DAA) brands.