I am curious how they model the market share between all players?
The Gilead triple is good, but may not be quite as good as earlier expected.
Epclusa could end up being slightly inferior to G/P.
I think a that it is a given that the Abbvie 2nd gen will be approved. Just validating Phase 2 data will be a significant factor. We will see that very soon.
Then there is pricing.
Or.... which will be approved first; G/P or the Gilead triple? Advantage? Disadvantage?
Some of the other HCV nukes in development may or may not make the grade in terms of safety/efficacy; may have one or the other but perhaps not both for all groups.
ENTA up a dollar now today. What will happen as other G/P data is rolled out over the weekend?
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