GILD should trade down a lot more today than it is now. ABT data definitely put at least question mark on the requirement of nuc in all oral regimen with short treatment period.
Agreed, but it's starting to look like efficacy is rapidly becoming a cost of entry in this space. If the other all-oral regimens (GILD, BMY) clear the 80-90% SVR hurdle but offer a much more tolerable (no ritonavir) and convenient (QD) option, ABT's regimen will not look very competitive.
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