Replies to post #167626 on Biotech Values

[DewDiligence]

Thanks for posting the 2012 AASLD slides. They are worth reviewing (prior to 2013 AASLD) by anyone invested in the HCV arena.

[DewDiligence]

ABBV/ENTA—They [i.e. SVR12 predictions for SAPHIRE-1 and SAPHIRE-2] seem reasonable based on the AVIATOR data…

Good to know. I just made some additional predictions for the non-ribavirin arms of PEARL-2 and PEARL-3 (#msg-92729218).

[oc631]

They seem reasonable based on the AVIATOR data, nice breakdown of the performance in these slides.

Thanks Patrick. Please share the future 2013 AASLD slides if/when feasible.

[DewDiligence]

GILD’s 3Q13 CC slides—helpful HCV factoids page 28-34:

http://phx.corporate-ir.net/External.File?item=UGFyZW50SUQ9MjA3OTYyfENoaWxkSUQ9LTF8VHlwZT0z&t=1

Makes a good bookend with your link from 2012 AASLD.