Biotech Values

[Rocky3]

The ABBV/ENTA share of NRx may be the highest (it is slightly lower on BBG than the 25%+ a few weeks ago), but the raw numbers seems to have stopped growing. It is below the number from 4 weeks ago, which not a real good sign, and is surprising. I assumed that the raw number would continue to grow to ~1000+. The TRx number has grown and should continue to grow, but it needs to get to 2000+ to have 30%+ of the market. Of course, if Mav is taking 40-50%+ of either the public market or the OUS market, that should make up for a smaller share of the private market.