Michael Yee


Last quote by Michael Yee

We talked about innovation and we talked about speeding drugs to market and lower regulatory requirements and bureaucracy. Lowering taxes and lowering the regulations is going to speed innovation and improve profitability. There are situations where the innovative companies – pro-innovation companies – are responsible and that these prices do represent value.
Jan 31 2017
Michael Yee has been quoted 15 times. The two most recent articles where Michael Yee has been quoted are Possible liver injury added to label of Biogen MS drug and Regeneron, Sanofi to appeal U.S. judge's ban on cholesterol drug sales. Most recently, Michael Yee was quoted as having said, “While this is something to be highlighted to physicians, in my opinion this is not going to materially change market share or future (sales) projections. There was already mention of some rare cases of elevated liver enzymes in the initial label.”.
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Michael Yee quotes

The hep C numbers are a little light in the USA and that could be due to higher rebating and more competition.

Our read of the FDA comments suggest commentary in line with a reasonably high likelihood of approval.

It was a strong overall quarter, driven by strong Japan sales, but U.S. sales were lighter than expected. Japan is likely taking a price reduction for Gilead's drugs, so there will be questions about that.

The most prolific growth story in the large-cap biotech for the last three years just guided sales down. To some extent they are a victim of their own success.

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