ARTICLE | Finance

4Q14 Financial Markets Preview: Commercial race in HCV

4Q14 investor themes: pricing in HCV race, next steps in immunotherapy, HBV

October 6, 2014 7:00 AM UTC

HCV and cancer immunotherapy again top the list of milestones in 4Q14, as investors expect approval of three new HCV regimens plus clinical data for combos looking to challenge Gilead Sciences Inc. and AbbVie Inc. A plethora of cancer conferences will also be keeping portfolio managers busy with incremental, but probably not transformational, clinical data in immunotherapy.

Gilead's Harvoni is the first HCV approval expected, with an Oct. 10 PDUFA date. Harvoni is a fixed-dose combination of the company's Sovaldi sofosbuvir nucleotide analog HCV NS5B polymerase inhibitor and its ledipasvir HCV NS5A protein inhibitor. Last month, EMA's CHMP recommended approval of the combination...