Replies to post #160533 on Biotech Values

[oc631]

and both of these HIV/HBV companies tremendously overvalued VRUS

How can you say this when GILD has doubled their MC since the deal went through? How about the belated analyst projections for sofosbuvir?

[DewDiligence]

Agree with your post. In #msg-69794948 (from Dec 2011) I said:

While everyone is focused on GILD’s future in HCV due to the extraordinary offer for VRUS, Quad [i.e. Stribild] may turn out to be the more consequential story when all is said and done.

I still think this is true.

[jq1234]

HIV vs HCV: Agree with your assessment completely. I think HCV market size is over estimated right now. Most patients in under-developed/developing countries won't be treated with these expensive new oral drugs, and there will be no big foundations like in HIV that will provide billions of funding for the treatment in under-developed/developing countries.