Seeking Alpha

Sovaldi dominates in HCV

  • In a survey of specialists, Research firm Decision Resources Group finds that Gilead's (GILD +1.3%) HCV treatment Sovaldi accounts for 50% of the patient share followed by J&J's (JNJ -0.3%) Olysio at 20%.
  • The majority of Olysio prescriptions are being written for the off-label combination with Sovaldi with or without ribavarin. Trending analysis shows that the off-label prescribing for the combination has more than doubled with 30% of specialists reporting having at least some patients on the regimen.
  • Hepatologists are more likely to prescribe the Sovaldi/Olysio combination than gastroenterologists or infectious disease specialists. The latter two have the majority of their HCV-1 patients on first-gen protease inhibitor therapy. The reason for the disparity appears to be awareness.
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Comments (9)
  • BioNoob
    , contributor
    Comments (74) | Send Message
     
    Once the Gilead's combination is FDA approved in October, I suspect that Olysio share will decline.
    19 May 2014, 12:52 PM Reply Like
  • ajax133
    , contributor
    Comments (109) | Send Message
     
    With the trajectory of the Sovaldi launch resembling a
    Moon Shot, no major competition on the market yet ,
    it is mystifying that they only captured 50% of market
    share.
    19 May 2014, 12:55 PM Reply Like
  • Matt-Man
    , contributor
    Comments (673) | Send Message
     
    Those treatments take few months, some have started competing treatments earlier. Marketshare is probably higher on next report
    19 May 2014, 05:28 PM Reply Like
  • alan ljl
    , contributor
    Comments (260) | Send Message
     
    "The reason for the disparity appears to be awareness" Soo true in just about everything in life. To be aware is to be on top of your game.
    GILD will grind north of $100/share soon as more in the medical world become "aware".
    19 May 2014, 03:30 PM Reply Like
  • keithrmiller
    , contributor
    Comments (5) | Send Message
     
    what does off label prescription mean?
    19 May 2014, 04:56 PM Reply Like
  • Jester1711
    , contributor
    Comments (19) | Send Message
     
    Off label means the FDA hasn't approved a drug to be used a certain way..yet doctor's still prescribe the drug for certain diseases.
    20 May 2014, 12:28 PM Reply Like
  • doublebull67
    , contributor
    Comment (1) | Send Message
     
    I like this growth stock, even though it does not have dividend payout i see this going to $130 by the end of the year.
    19 May 2014, 04:57 PM Reply Like
  • Stocks4Dividends
    , contributor
    Comments (19) | Send Message
     
    "Off label" is using a drug for an indication (in this case combo with Sovaldi) in which it is not officially approved or recommended in the product monograph.
    19 May 2014, 05:28 PM Reply Like
  • zeekhan54
    , contributor
    Comments (2) | Send Message
     
    primary care physicians are testing more frequently and I suspect lot more patient will be diagnosed with hepatitis C giving Sovaldi a major share of the Hep C treatment.
    21 May 2014, 06:24 AM Reply Like
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