GILD has clearly gained HCV market share in the US market. GILD attributes this to the success of the authorized generics for Harvoni and Epclusa. ABBV said on today's CC that it has encountered more competition in the managed-Medicaid segment of the US market.
Page 43 of GILD slide deck shows GILD at 61% of US HCV market - up 19% from Jan 19. Also interesting is that patient starts have stayed very high (JMO). Since US HCV revenue flat YOY when starts are up >30%, it must be from lower pricing (generic).
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