I presume you’re talking about PEARL-3/4 (treatment-naïve GT1b,GT1a) rather than PEARL-2 (treatment-experienced GT1b) since these are the next trials to report and it would be helpful if ABBV/ENTA can dispense with ribavirin in some or all TN patients.
However, PEARL-2 is a wildcard that offers the possibility of an outcome wholly unexpected by anyone on Wall Street: a patient subgroup (TE GT1b) where GILD’s regimen apparently requires ribavirin and ABBV/ENTA’s doesn’t.
>>ABBV to adjust to whatever pricing scheme is out there by GILD and try to lock down a sizable minority of the market
Can you or someone else explain to me the dynamics of how, in the current US pricing environment, the slightly inferior but somewhat cheaper drug for a serious condition gains market share? I can see some HMOs like Kaiser pushing the cheaper drug, but is there going to be some other mechanism for this? I can't imagine the insurers or Medicare requiring the cheaper drug to be used unless contraindicated.
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