HIV is virus. Hep C is also virus. Their Hep C drug is oral pill with cure rate as high as 95% (if I remember correctly). They stand in front run after BMY Hep C drug failed. their Hep C drug revenue will be easily grown above 1B per year after FDA approve.
The existing approved Hep C drug is from VRTX in year 2011. Initially it had very good revenue in first several quarters. but later on its revenue declined due to physician waiting for GILD product.
Only Hep C market in US is huge, not count as rest of world. So long term perspective is still good.
