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.
BLT Price at posting:
$1.22 Sentiment: Buy Disclosure: Held