The right drug, with clear efficacy addressing a high unmet medical need, can withstand pushback from payers even when it is priced at a premium and even in 2014. Gilead Sciences Inc.’s Sovaldi (sofosbuvir) stands as proof of the value innovative new medicines can hold for physicians, patients and even payers – but only if the competition remains limited.
Sovaldi was the standout in an interesting class of drugs that nonetheless largely represented niche specialty commercial opportunities or fell...
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