Replies to post #212042 on Biotech Values

[DewDiligence]

European governments will be able to cut a good deal on pricing by having two all-inclusive treatments to play against each other.

[DewDiligence]

GILD's PR on Vosevi (f/k/a/ SOF/VEL/VOX) CHMP approval:

https://finance.yahoo.com/news/european-chmp-adopts-positive-opinion-113500539.html

[DewDiligence]

Re: 2022 forecasts for HCV drugs

EvaluatePharma’s report (#msg-132374740) has ABBV/ENTA’s Maviret (G/P) outselling GILD’s Vosevi (SOF/VEL/VOX) in 2022 by 10%, FWIW. (See table on page 34 of full report.)

[DewDiligence]

GILD—EU Commission rubber-stamps Vosevi (following CHMP approval on 6/23/17):

https://www.businesswire.com/news/home/20170728005201/en

Vosevi was authorized as a 12-week treatment regimen for patients with any genotype of chronic HCV infection, without cirrhosis or with compensated cirrhosis, who have previously failed therapy with a direct-acting antiviral (DAA)-containing regimen.

A 12-week regimen was also authorized for use in DAA-naïve patients with compensated cirrhosis infected with any HCV genotype, with an option to shorten therapy to 8 weeks for those infected with genotype 3.

For DAA-naïve patients without cirrhosis, the recommended treatment duration is 8 weeks.

Emphasis added.