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Strategies & Market Trends : Value Investing

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gizwick

To: Ditchdigger who wrote (57229)	5/4/2016 12:36:07 PM
From: Graham Osborn	1 Recommendation of 78717

He's talking about Hep C specifically pertaining to GILD and VRTX's therapies. I don't know the numbers there. Costs per pt across chronic dx have gone up dramatically the past 10 years owing to biologics and expensive maintenance regimens. And yes, those productivity gains have been passed on directly to pharma companies and their shareholders/ creditors. It's been tougher in generic/ specialty/ now starting in the branded space hence "growth pharma." But historically the business was very, very good. Most companies had built-in annual price hikes of 5-10%. What's been in the news recently is just a sudden case of what was happening incrementally for a very long time.

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