Replies to post #170304 on Biotech Values

[DewDiligence]

I don't understand your logic. Even if I grant you that physicians will not appreciably increase the number of patients they have on therapy simultaneously (although I think they will), won't reducing the length of treatment to 12 weeks (compressing visits to a shorter period) mean that they can have more treatment cohorts during a given 12 month window?

If the number of overall visits per patient remains the same (for the sake of argument), then the number of patients a physician can treat per unit of time (say, one year) must also stay the same because there are only so many office-visit hours in a given period of time. (It makes no difference how many patients the physician can treat simultaneously.)

I’ll concede that scrapping interferon should lead to fewer “unplanned” patient visits, but I don’t see that as a game-changer in overall throughput.