My sense is you gotta know when to hold em, know when to fold them, and Gild has guided pretty well in the past. Abbie has a second rate product compared to Sol and Har and they believe excellence will win out when all parameters are considered.
When meds are similar, relationships matter. When a med like Harvoni is clearly superior, they will garner 90 percent of the business.
Greater number of potential patients for Gild products.
Fewer drug interactions with Gild products.
Lowered side effect profile with Gild products.
Better compliance with Gild products.
No need for combination therapy with Gild products.
More practical experience with Gild products.
A CURE for HCV is not innovative. He's a fool of the first order.
I sold pharmaceuticals for 35 years, including the time when all pharmas were altruistic entities. All it got them was little growth in a growth era.
Little Stevie needs to go back to school and learn what innovation is and how you get there.
He will live for another month I bet. That's when we may see 😒 $127.
Bernie doesn't have the first clue about anything involving capitalism.