Replies to post #105572 on Biotech Values

[iwfal]

ZGEN

It’s a little early to be writing off all-oral HCV regimens, IMO

I don't think either dewo or myself are writing off all-oral. (At least I am not). Only ascribing some meaningful probability of significant market - i.e. the same position we've had for a year plus. E.g. at the very least the all-orals will be 2 or 3 years behind dual oral.