Even the wildest Gilead (NASDAQ: GILD )
bulls seemed to acknowledge that the company was not going to grab and
hold 100% share of the hepatitis C (HCV) market. Now the question seems
to be shifting to just how much share rivals like AbbVie (NYSE: ABBV ) , Merck (NYSE: MRK ) , Bristol-Myers Squibb (NYSE: BMY ) , Johnson & Johnson, and others can credibly hope to gain.
Recent data presentations at EASL continue to support the notion that
Gilead has the best regimen for treatment-naive patients with the most
common HCV genotypes in North America and Western Europe. AbbVie and
Merck are looking increasingly competitive in more challenging patients,
though. What's more, Gilead's decision to pursue aggressive pricing for
its regimen, and the resistance of groups like Express Scripts, raises the question of whether price may prove to be a competitive option.
Follow this link for the full article:
How Much Has Merck Shaken Up the Hepatitis C Race?
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