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Posted On: 04/02/2019 11:35:17 AM
Post# of 149717
Those are valid concerns and I don't want them to price patients out of the market either.
IMO once mono HIV is approved, the price will come down to be more in-line with current HIV treatments that you outlined. Both RP and NP noted it would be difficult to price the same drugs differently for different treatments, so I expect any price decreases will impact all indications. It could be that they agree with insurance on a mid-point for these indications and eventually price around $70K (this is somewhat the mid-point of HIV and cancer based on the discussion here this morning).
On another note, how about today's share price action!! Nice little move up on good volume. I didn't expect the manufacturing deal announcement to move the needle. I wonder if any of today's action is a result of getting some attention during the AACR presentations yesterday in combination with the CMO announcement?
IMO once mono HIV is approved, the price will come down to be more in-line with current HIV treatments that you outlined. Both RP and NP noted it would be difficult to price the same drugs differently for different treatments, so I expect any price decreases will impact all indications. It could be that they agree with insurance on a mid-point for these indications and eventually price around $70K (this is somewhat the mid-point of HIV and cancer based on the discussion here this morning).
On another note, how about today's share price action!! Nice little move up on good volume. I didn't expect the manufacturing deal announcement to move the needle. I wonder if any of today's action is a result of getting some attention during the AACR presentations yesterday in combination with the CMO announcement?
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Please do your own due diligence. All my posts and comments are not to be considered investment advice.
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