Replies to post #170293 on Biotech Values

[DewDiligence]

…who is going to pay $100K to treat them? Definitely not the VA…

Agreed. The analysts (mostly those who are bullish on GILD) who think any HCV regimen will have an ASP of $100K are out to lunch, IMO. The nominal list price might be $100K (or higher), but the ASP will be substantially lower than $100K after rebates.

This is why I don’t think third-party payers will limit reimbursement to only the sickest patients (#msg-94307228).