Replies to post #137791 on Biotech Values

[DewDiligence]

I don't think there is such a thing as "unduly short" regimen that cures a patient of their disease. The shorter the better…

This would be undeniably true if all patients received the same duration of treatment; however, in response-guided therapy, this condition fails by definition.

Consider a hypothetical drug regimen in which some patients get 12 weeks, some get 24 weeks, and some get 48 weeks. Drugmakers have a potential pricing dilemma if they want to extract full value from patients who require only the 12-week regimen; avoiding this dilemma is the issue I was addressing in #msg-72495616.