Replies to post #171059 on Biotech Values

[oc631]

Solvadi may be pitted against other hepatitis C therapies, Express Scripts' chief medical officer said, and "tough formulary decisions" will be made.

This will be true in 2015 as it relates to GT1 patients. Right now the controversy is around pricing in GT2&3. Unfortunately GILD is the only game in town without foreseeable competition.

[jq1234]

Here is link:

http://www.thestreet.mobi/story/12148461/1/gilead-hep-c-drug-launch-threatened-by-price-concerns.html

Great quote from ESRX CMO: Convenience won't = formulary coverage, all other things being equal. 1-pill-day not enough to trump price!