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DewDiligence

11/20/13 2:06 PM

#170241 RE: marthambles #170240

Thanks for posting. I think the analyst's $4B figure overestimates the overall size of the 2014 HCV market in the US/EU. The analyst's report is too high (IMO) on the number of GT1 patients who will take Sofosbuvir + peg-IFN/ribavirin in 2014 rather than waiting for approved all-oral regimens in 2015.