It's an old (for the internet standard) article, but I don't recall having seen this in the news before, and it actually was on Slashdot a few days ago. …and yes, it's as nasty as it looks. #cure #medicine #GoldmanSachs #business #sustainable
Goldman asks: 'Is curing patients a sustainable business model?'
"GILD is a case in point, where the success of its hepatitis C franchise has gradually exhausted the available pool of treatable patients," the analyst wrote. "In the case of infectious diseases such as hepatitis C, curing existing patients also decreases the number of carriers able to transmit the virus to new patients, thus the incident pool also declines … Where an incident pool remains stable (eg, in cancer) the potential for a cure poses less risk to the sustainability of a franchise."
@Christoph S I can't wrap my head around it. I'm undecided whether that was just a warning from Goldman Sachs about the risk that enterprises face while offering their business model to investors, or a warning to the investors themselves.