Gilead is out with a brand-new second-line hepatitis C treatment—but the length of its dosing schedule could set the company back down the line, one analyst predicts.
Tuesday, U.S. regulators green-lighted Vosevi, a three-drug cocktail combining sofosbuvir and velpatasvir—already marketed together as pan-genotype medication Epclusa—with new compound voxilaprevir. As Leerink Partners analyst Geoffrey Porges figures, the product will largely be used among patients who have already been treated with Gilead’s Harvoni or Epclusa or a competing regimen from rivals AbbVie or Merck.
Gilead has set Vosevi’s price at $24,920 per bottle, putting it “at parity” with Epclusa at $74,760 for the 12-week course, Porges wrote in a note to clients. “Effectively Gilead is giving the third component of Vosevi free of charge to maintain the price point of their 12-week treatment course,” he said, noting that “given this label and position in the treatment hierarchy, Gilead could have priced Vosevi higher and probably not lost significant share.”