BLT 0.00% 2.6¢ benitec biopharma limited

A few points to keep in mind re: Pricing.Abbvie's new regime is...

  1. J8
    14,532 Posts.
    lightbulb Created with Sketch. 821
    A few points to keep in mind re: Pricing.

    Abbvie's new regime is complicated and still uses Ribavirin. Gilead's new but yet to be approved regime (US approval due in a couple of months) will not be using Ribavirin but Ledipasvir. It will be a nice a day pill not like Abbvie. Point is there is no serious competition IMO coming from anyone else ATM.

    Regards pricing..... Gilead priced Sovaldi on its benefits to society. Without serious competition they will not have to change much.

    Benitec need a new batch of TT-034 and can't/won't produce it until they know it works. I reckon they will need about $5/6m for the next batch.

    We have no idea of the price of TT-034 other than a vague promise of it being competitive.
 
watchlist Created with Sketch. Add BLT (ASX) to my watchlist

Currently unlisted public company.

arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.