Replies to post #104057 on Biotech Values

[DewDiligence]

Re: Size of HCV bolus

Don't know where you are getting your estimates of "roughly half" from, but I won't argue them because I don't have anything better.

They are from the market research done by VRTX, which was discussed on the webcast last week. VRTX estimates that the US market has 300-350K diagnosed patients who have never been treated and 270-300K patients who failed at least one course of therapy.