Replies to post #166780 on Biotech Values

[oc631]

The 350K figure is derived from the market research discussed by various HCV companies on their investor conference calls. GILD and ACHN have been especially vocal in this regard.

There's going to be intense pressure from two sides. Warehoused patients seeking immediate oral treatment along with competitive pressure on ABBV/GILD to push their combos into the dwindling diagnosed patient pool. Your throughput analysis makes sense and I'm not willing to make any assumptions myself. Do you have a current number for warehoused HCV patients awaiting treatment?



Your 30-50K U.S. price range for ABBV combo treatment strikes me as low. I've heard analysts kicking around the 80-100k figure for GILD's combo which in turn sounds too high (perhaps disregarding competition).