Read it and weep, Gliead Hep C

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Anonymous said:
That $11B price tag seems a bit more risky these days.

Best quote from article below: "“AbbVie is not getting nearly the credit that Gilead is,” ClearBridge’s Gordon said in a telephone interview. “It’s funny to me that it’s a foregone conclusion that Gilead has dominated the market.”

http://www.bloomberg.com/news/2013-06-13/abbvie-says-it-can-be-first-with-new-hepatitis-c-drugs.html
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Did you not read the last quote in the article: “To be fair, Gilead’s drug looks better, but not that much better,” Gordon said. Also, one pill/day versus 4/day.
 






Anonymous said:
That $11B price tag seems a bit more risky these days.

Best quote from article below: "“AbbVie is not getting nearly the credit that Gilead is,” ClearBridge’s Gordon said in a telephone interview. “It’s funny to me that it’s a foregone conclusion that Gilead has dominated the market.”

http://www.bloomberg.com/news/2013-06-13/abbvie-says-it-can-be-first-with-new-hepatitis-c-drugs.html
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I'm confused, Gilead - 1 pill once a day, Abbvie - 3 pills in the morning and 1 at night, where will there be a competition?
 
























Anonymous said:
Did you not read the last quote in the article: “To be fair, Gilead’s drug looks better, but not that much better,” Gordon said. Also, one pill/day versus 4/day.
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Read the data more clearly, the experts have actually said that Abbvie looks better in a good number of studies for the harder to treat population Genotype 1. Good luck Gilead- 11 billion not that easy to make up before 4-6 new drugs hit the market within a year of your approval. Don't hold your breath
 






Anonymous said:
Read the data more clearly, the experts have actually said that Abbvie looks better in a good number of studies for the harder to treat population Genotype 1. Good luck Gilead- 11 billion not that easy to make up before 4-6 new drugs hit the market within a year of your approval. Don't hold your breath
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The fact that you're on the board shows how scared you must be, try not to dump in your pants when the 1 pill str data hits soon, Then we'll come and post all over your board, probably not since only bitches do that.
 












Anonymous said:
The fact that you're on the board shows how scared you must be, try not to dump in your pants when the 1 pill str data hits soon, Then we'll come and post all over your board, probably not since only bitches do that.
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How is that one pill in ALL genotypes? Know what BS you are spewing before you post it, loser.
 






Anonymous said:
How is that one pill in ALL genotypes? Know what BS you are spewing before you post it, loser.
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Listen here loser, get off the board, you're the person on the outside looking in. We are Gilead we have 1 pill for genotypes that haven't even been named yet. Now let me get back to the un manageable pressure and micromanagement.
 


















Anonymous said:
Another great point is that Abbvie doesn't have a sales force yet. Now that's a fantastic point, right? Success depends on access to patients, managed care coverage and price... Wonder that the price is on an $11 billion drug
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See I don't think you get it, 11 billion for a drug seems steep, but we are on the verge of 100 billion market cap, it more than paid for itself. Sure there will be competition, I would hope with a market potential of 15 billion. I'm confused why a doctor would write for a drug, with multiple doses, when the king has a STR? I'm sure theyll give the drug with multiple doses, so is that 6 pills in the morning? Or was it a night? Wait that's 1 in the morning and 6 at night. Or is it 3 at lunch? Boy this seems confusing, isn't there something that is once a day?
 






Anonymous said:
See I don't think you get it, 11 billion for a drug seems steep, but we are on the verge of 100 billion market cap, it more than paid for itself. Sure there will be competition, I would hope with a market potential of 15 billion. I'm confused why a doctor would write for a drug, with multiple doses, when the king has a STR? I'm sure theyll give the drug with multiple doses, so is that 6 pills in the morning? Or was it a night? Wait that's 1 in the morning and 6 at night. Or is it 3 at lunch? Boy this seems confusing, isn't there something that is once a day?
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How much is your drug? Oh wait, let's prescribe the drug that's covered by insurance that the patient can afford to pay for. Not that confusing to take a drug twice a day when now they take 2 different drugs two to three times a day and weekly injections. Nice try.
 






Anonymous said:
See I don't think you get it, 11 billion for a drug seems steep, but we are on the verge of 100 billion market cap, it more than paid for itself. Sure there will be competition, I would hope with a market potential of 15 billion. I'm confused why a doctor would write for a drug, with multiple doses, when the king has a STR? I'm sure theyll give the drug with multiple doses, so is that 6 pills in the morning? Or was it a night? Wait that's 1 in the morning and 6 at night. Or is it 3 at lunch? Boy this seems confusing, isn't there something that is once a day?
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You definitely seem confused - and in need of a wake up call. You have zilch idea of how insurance works. You also have no idea of the marketplace for HCV. Time to do your research and get your head out of your rear.
 












Gilead needs to recap their investment in the next year and a half before all the other players enter the market and undercut price. In some markets this will work. Would love to be in NY where the governor just approved routine screening. In other conservative markets driven by strict managed care plans....good luck. Do you think that doctors who are holding Stage 2 patients back for non interferon based remedies are going to treat these patients with Sofosbuvir when it continues to be dosed with interferon, even at 12 weeks? That is the millino dollar question. Because if those prescribers feel like waiting till 2016 for all oral therapies for these patients, Gilead is overconfident. Sofosbuvir will be a great drug and I wish the company well, but in some markets, they will be perceived as arrogant. If Abbvie prices their regimen right, they will be the market leaders, with better data for cirrhotics and null responders.
 






Anonymous said:
Gilead needs to recap their investment in the next year and a half before all the other players enter the market and undercut price. In some markets this will work. Would love to be in NY where the governor just approved routine screening. In other conservative markets driven by strict managed care plans....good luck. Do you think that doctors who are holding Stage 2 patients back for non interferon based remedies are going to treat these patients with Sofosbuvir when it continues to be dosed with interferon, even at 12 weeks? That is the millino dollar question. Because if those prescribers feel like waiting till 2016 for all oral therapies for these patients, Gilead is overconfident. Sofosbuvir will be a great drug and I wish the company well, but in some markets, they will be perceived as arrogant. If Abbvie prices their regimen right, they will be the market leaders, with better data for cirrhotics and null responders.
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Actually a well written post, which could go either direction and I agree. But I couldn't see Gilead pricing this right, they feel they can price it whatever they feel and get away with it, but I think they are in for a little but of a surprise.
 






Company feedback

Can I get feedback on the PAH position? I'm interested in joining Gilead in the pulmonary cardio side. What is base and compensation look like? 401k matching? Company car? Pipeline? Do they offer signing bonuses like most biotech?
 






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