Sunday, October 31, 2010

Still More Hep C: Telaprevir® Confirmed -- Again -- As "The Winner"

This is all becoming rather redundant after a spell, but again, Adam Feurstein has it just right here:

. . . .If there's a debate left to have about telaprevir vs. boceprevir in hepatitis C, it's forecasting the market share each drug may garner once both are approved next year. Right now, the Street's consensus is overwhelmingly in favor of telaprevir (roughly 70-80%) to boceprevir's (20-30%). Analysts expect telaprevir sales in the range of $2.5 billion by the end of 2014.

Whether those estimate and market share splits change significantly or not could depend on feedback analysts and investors get from Hep C doctors attending AASLD after they get a chance to see full data presentations from the phase III studies of each drug Monday and Tuesday. . . .

I'd be shocked if Merck were able to pull a rabbit out of Fred Hassan's dingy old top-hat, at this very-late hour. Truly. Shocked.

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