Replies to post #123926 on Biotech Values

[DewDiligence]

Dew if I recall you were a bit skeptical about promacta's role in HCV last time it came up. Any current thoughts?

I was skeptical about the size of the addressable market, not about whether the drug would work. There just aren’t that many patients with HCV and thrombocytopenia; moreover, as interferon use in HCV declines with the advent of all-oral regimens, there will be less of a need for an agent such as Promacta to make interferon more tolerable.

p.s. The big liver meeting in the fall is AASLD.