Replies to post #173001 on Biotech Values

[DewDiligence]

My estimate is 30-40% for all geographies combined. I'm counting on small but non-trivial 2014 Sovaldi sales in the EU insofar as EU countries will not want to delay the Sovaldi launch unduly.

If 100% of 2014 Sovaldi sales were in the US, my 30-40% estimate would be higher, so perhaps we're not that far apart.

[DewDiligence]

Good call vis-à-vis Sovaldi (w/o Ledipasvir) uptake in GT1, although even you were on the low side, evidently (#msg-96799945).