Replies to post #171538 on Biotech Values

[DewDiligence]

Do you have an opinion as to how GILD will handle GT1 Sofo/Ledi pricing? Will the combo be premium priced in relation to Sofo/Riba due to the NS5A inhibitor component? Or will they keep the 12-week combo at price parity with Sofo/Riba due to competitive pressure?

Almost certainly the former. I don’t yet have a modeled figure for the magnitude of the Sovaldi+Ledipasvir pricing premium relative to Sovaldi+ribavirin (which is tantamount to Sovaldi alone because ribavirin is available everywhere as a cheap generic).