Replies to post #155111 on Biotech Values

[oc631]

The respective companies’ financial health doesn’t enter into this discussion at all, IMO. Both have more than ample financial resources to commercialize and price their HCV products as they see fit.

It's not an issue over financial health but margins. GILD, nor anyone else (outside of ABT), foresaw this level of competition in GT1 when they paid 11B for VRUS. I still think it was a great deal for GILD since they will have a monopoly in GT2/GT3 oral with little competition in sight.

Do you think prior approval for Sofosbuvir in GT2/GT3 will help expedite GILD's NDA application in GT1 oral?