Quote: What % of GILD’s $98M QoQ decline in 3Q18 HCV sales was due to each of the following: a) Fewer HCV patients treated; b) Lower ASP; c) Loss of market share to Mavyret?
GILD disclosed a 20% decline in new patients QOQ (big decline in Europe). The prior quarter was pretty flat on patients. That would indicate that last quarter was mostly lower ASP and this quarter was fewer patients, probably both fewer overall HCV patients and loss of market share to Mavyret. So much of Mavyret is OUS that it is difficult to guess those numbers. Zepitier is still a "sort-of" competitor OUS - pretty well gone in the US.
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