參考一下C肝 12週療程的費用..真的是驚人啊...簡直是超過一個人的年薪...When each drug was launched, the cost of 12 weeks of treatment was $84,000 for Sovaldi, and $94,500 for Harvoni. AbbVie priced Viekira Pak similarly to Sovaldi, but it discounted prices significantly to win exclusive use by insurers relying on Express Scripts' formulary.
Taking cues from AbbVie, when Zepatier won approval, Merck set the wholesale price of equivalent doses of Zepatier at $54,600. Ostensibly, Merck is also discounting that price significantly to win favor with payers.
但雖然ABBV與MRK都有類似的藥上市,藥效與安全性沒有GILD來的好....只好用價格取勝...
(So far, AbbVie's and Merck's gains of market share from Gilead Sciences have been because of price, not better efficacy and safety.)
最重要的是今天FDA APPROVE GILD的下一代新藥 EPCLUSA
he FDA has given the green light to its next-generation hepatitis C drug, Epclusa.
Epclusa's biggest advantage over existing treatments is that it's approved for use in patients with any hepatitis C genotype. Viekira Pak is approved for use in genotype 1 patients and Zepatier is approved for use in patients with genotypes 1 and 4.
Gilead Sciences is charging $74,500 for 12 weeks of Epclusa, which is lower than Sovaldi's list price, but Gilead Sciences' advantages over its competitors suggest it won't have to discount prices as much as it does for Sovaldi and Harvoni. In the past, Gilead Sciences' management has said it wants to position Epclusa as the first genotype 2 and 3 therapy that doesn't require coadministration with ribavirin. That strategy suggests it will try to limit how much Epclusa cannibalizes sales of Harvoni.
Depending on how pricing plays out in genotype 1, the impact on Viekira Pak and Zepatier may be somewhat limited. Nevertheless, Epclusa appears to be the best-in-class solution for hepatitis C, and that status should make it a top seller. If so, then Gilead Sciences could be in position to overdeliver in the second half of the year, and that would make its shares worth buying.
http://www.fool.com/investing/2016/06/28/the-fda-unsurprisingly-approves-gileads-new-hepati.aspx?source=yahoo-2&utm_campaign=article&utm_medium=feed&utm_source=yahoo-2
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