Opop schreef op 14 maart 2017 20:25:
Interessant wat John Milligan van Gilead vandaag zegt, pagina 5:
seekingalpha.com/article/4054959-gile...'Filgotinib, we have over 900, actually 1600 patient years of data right now showing that this product has a pronounced effect in RA, has a pronounced effect in things like ulcerative colitis and inflammatory bowel disease. It is also a few years out. These are big studies. They're very expensive studies that we're running that are among the most expensive we've ever taken on. And we're expanding the indications into other areas.
So we'll have 8 or 9 indications running at the end of the day here, but again that is also a few years out until that product hits the market and it will hit a crowded market with lots of different products for RA, but I can - I'm sensing a shift away from more expensive difficult to administer and ultimately limited long term utility biologics to simple pills that can be treatment - that can provide treatment for many, many years.
So I’m more optimistic than I have been about this category in the past as we’ve learned more about and think about the strategies to be successful. But it's crowded and they'll be other JAK1 inhibitors out there as well. So those are two really interesting opportunities for us. We would like to, in thinking about the pipeline, so we've got HIV, really strong growth potential. We’re very pleased about it. We've got two new categories of products that we can grow off of.'