Replies to post #213184 on Biotech Values

[willyw]

Yes, I saw. We are also seeing how quickly things are getting approved AND approvals from payors/insurance companies/agencies.

I rather expect Japan to also follow suit.
I've seen comments on this board remarking that China is streamlining approvals.

I also wonder if it will be true that relatively new therapies may also fade from usage?
Incivek, Victrelis, simeprevir had relatively short shelf lives.

What lies in store for Daclatasvir? Zepatier?

What are the implications for HCV drug therapies in trials? (JNJ, MRK)

[mcbio]

ABBV/ENTA’s Maviret* approved in Canada

Dew, I'm assuming ENTA hasn't given any rough guidance on expected royalties from Mavyret/Maviret for 2018. Do you have any thoughts on what to expect here for 2018? I freed up a little cash and just kicking tires on a lot of names to see what I want to play next. Seems like HCV can provide a nice floor for the stock going forward at a minimum and possibly decent upside depending on expectations then you have the rest of the pipeline that could drive upside depending on results.