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Good Tidings For GILD From AASLD? Plus AAPL Gets A Goldman Upgrade 0 comments

Barron's reports analysis from UBS about the sum-up from the AASLD meeting that concluded recently in Boston.

Some brief excerpts from the linked blog post include:

...We think Gilead's positioning in HCV is strengthened...

...experts are becoming less comfortable with protease inhibitor-based regimens...

Based on the C-CREST 8wk data, we think Merck (MRK) has to go to 12wks to get to high SVR's across genotypes. We see the Graz/Elba doublet (i.e. MRK's combo) as less of a threat...

The last quote explains why I haven't been overly concerned with the MRK "threat." It's a great company; their product will get some market share, but unless MRK begins a suicidal price war it...


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