Monday, November 14, 2011

DAA market whispers...

My affinity for robust data is only usurped somewhat by my affinity for market trends. Although my sample size is incredibly small and my methods are unscientific and most likely engulfed in torrents of biases, there are a few things that seem to be happening in the DAA market that I'd like to present to you all for input. Depending on the response, I'll propose more.

1. Interferon may be going the way of the dinosaur for treatment of HCV, but ribavirin is here to stay. At least for the foreseeable future.

2. New Rx's for the DAAs have leveled off and may continue grow slower than anticipated. Victrelis may gain share against Incivek, also conversely to 'expert' forecast.

Feel free to share your thoughts.

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