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stockbettor

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stockbettor

Re: DewDiligence post# 184102

Friday, 11/21/2014 3:07:15 PM

Friday, November 21, 2014 3:07:15 PM

Post# of 251701

My ENTA valuation model (#msg-94993406) assumes ABBV/ENTA’s 3-DAA regimen has an average selling price in the EU of only $25K. That ought to be doable given what GILD is getting for Sovaldi.



The "lowest price in Europe" for Sovaldi announced by the French Health Ministry yesterday -- $51,373 for a 12-week treatment -- makes your $25,000 EU estimate for the ABBV/ENTA regimen appear quite "doable". And Harvoni is still under negotiation with the French, but it has a temporary approval price of about $60,000 for a 12-week course.

http://www.reuters.com/article/2014/11/20/health-hepatitis-gilead-solvadi-idUSL6N0TA2TA20141120
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