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ciotera

04/06/12 2:06 PM

#139890 RE: oc631 #139888

demand will be intense upon approval



That's what people said about Telaprevir and Boceprevir but it's already softening with less than a year after launch. Throwing around numbers like 170M infected patients and calling everyone under the sun "warehoused" creates a lot of excitement but does not translate into sustainable sales.


another dark horse developer



Let's just say GILD isn't going to enjoy 3+ years of unrivaled market dominance that the first wave of PIs are getting. ABT and BMY combos will follow within a year. The remaining dark horse (if there is one) is Boehringer, imho.