Did Credit Suisse say 20% of the entire all-oral market, or 20% of the genotype-1 all-oral market? If the former, 20% overall equates to ~27% of the GT1 market, so it narrows the gap between CS’ number and my 38% number to some degree.
Many analysts think ABBV/ENTA’s market share will be near 0% because they have a religious-like belief in GILD and think GILD can do no wrong. These analysts project that GILD will charge up to $100K per treatment course for its all-DAA regimen because nothing else will compete effectively for the market. I think they’re out to lunch, but that’s what makes a market.
p.s. I commented on this briefly at the bottom of #msg-92243506.
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