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caravon

03/28/14 6:25 PM

#176170 RE: DewDiligence #176167

Phase-3 Data-sets for ABBV/ENTA includes statistically meaningful clinical data for HCV pts with cirrhosis. GILD dose not have such data.

Consequently, ABBV/ENTA can market their HCV drug specifically to pts with cirrhosis. GILD does not have such luxury.
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ciotera

03/29/14 10:29 AM

#176176 RE: DewDiligence #176167

It’s been only 112 days



By six to nine months I was referring to the gap left before the all-oral regimens are going to become available (ok maybe more like 12 months if you count from GILD approval date).

If you believe that there is a real capacity constraint on the system (only so many treaters that can only see some many patients), then that limited base is where Sovaldi has sourced its business from. Which implies a significant drain. Which (to me) in turn implies that the need for IFN wasn't as big of a deterrent as we originally thought.
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swampboots

03/29/14 8:04 PM

#176180 RE: DewDiligence #176167

More pressure on high blood pressure reduction remedies for people who have it, and do not respond to current medications:



http://www.brecorder.com/top-news/109-world-top-news/165022-novel-therapy-fails-for-lowering-blood-pressure.html