Ricky demanded $3B in year 1. Can't make it work at $15K net price. Astonishingly enough, in several cases, payors actually chose Havoni over offers of VP at at $21K per 12 week that were SIGNIFICANTLY lower than Harvoni. Not managed care fault. P&T made up of community practitioners who wanted Harvoni. While VP is very good (absolutely great efficacy), physician experience with Sovaldi and GREAT Harvoni label determined preference. Why?
In my opinion, the war was lost in R&D where GILD developed a much more commercially minded clinical program that ultimately resonated with physicians and KOLs. Our label cannot compete.
This was DOA as soon as it was learned that Harvoni has 8 week SVR in Dec 2013.
We did a B+ but GILD did a A+
Not really anyone's "fault", just done exceedingly well by GILD. Hopefully we can learn from this.
On the positive side, venetoclax and inbruvica will and do crush Zydelig.