Replies to post #160227 on Biotech Values

[DewDiligence]

As far as [all-oral] GT1 is concerned, the race is still on.

Indeed it is, and ABBV is arguably the leader. This is in sharp contrast to the sentiment on my Twitter feed, where people seems to think the race is over and GILD has won.

[DewDiligence]

GILD’s Sofosbuvir MAA qualifies for EMA accelerated assessment, which is similar to FDA priority review except that it saves only 2 months of review time, on average:

http://finance.yahoo.com/news/european-medicines-agency-validates-gilead-203000426.html

The MAA was submitted 4/17/13 and was “validated” for review purposes today.