Replies to post #106673 on Biotech Values

[iwfal]

I think there is at least some chance that DAAs will eliminate the need for SoC

So do I - in fact I do think it is good odds that at least some HCV treatment paradigms will no longer use IFN/Rib. The question is what percentage no longer use IFN/Rib and when. If we are talking complete elimination (say less than 5% of HCV treatments using IFN/rib) then I would put that at very low odds. Say 5% odds. But the chance of it being unneeded for, say, >50% of treatments then I would give it higher odds. 30%???

And obviously, as the trial results come in I'll change my odds. For instance prior to the recently announced BMY results I'd have given higher odds of elimination from >50% of HCV treatments.