there are risks
to sustainability of the HCV franchise. Separately, the
early approval of idelalisib (CLL & iNHL) was a nice
positive offset by the boxed warning and REMS. We
still ... This is balanced by the
120
potential for a solid hemionc franchise in
100
idelalisib and time to switch HIV patients
away from therapies that go generic.
60
• HCV (Sovaldi ... Base DCF US treated HCV patients decline modestly post 2017E, around • Oncology (Idelalisib): We believe
Case half of HIV sales are transltioned to new regimens. We assume: idelalisib