Replies to post #153050 on Biotech Values

[DewDiligence]

GILD is down slightly on today’s POSITRON data, but that’s not surprising, IMO. The phase-3 results in genotype-2/3 were not better than expected, and a lot of value is already baked into GILD’s share price for the HCV program.

[mcbio]

GILD is clearly the leader in all-DAA genotype-2/3, but ABT remains the company to beat, IMO, in all-DAA genotype-1—see #msg-81414058.

I still think there's room for others beyond GILD and ABT, particularly in the more difficult-to-treat cirrhotic patients.