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I am an MD by background who runs a healthcare hedge fund. I worked as a sell-side medical analyst for 20 years, covering pharmaceuticals, medical devices, PBMs and drug distributors.
  • Hepatitis C: JNJ Approved, GILD Next 0 comments
    Nov 24, 2013 2:10 PM | about stocks: JNJ, GILD

    On Friday, the FDA approved JNJ's simeprevir (Olysio) for treatment of Genotype 1 Hepatitis C patients, in combination with ribavirin and interferon. Pre-screening for a genetic polymorphism more common in Genotype 1a will exclude some patients. I believe that the near term greatest potential for Olysio will be in off-label combination with GILD's soon to be approved sofosbuvir, based on the COSMOS study. Also, we shall have definitive pricing information for both drugs in the upcoming weeks. I expect analysts to increase projections for this market, which I forecast to become the largest pharmaceutical category in history.

    Disclosure: I am long JNJ, GILD.

    Stocks: JNJ, GILD
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