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Thanks Dew. I was wondering why ENTA is shooting up so much today. Do you know if ENTA is due any milestones for Mavyret sales, or will its revenues all be their usual percentage cut?
ABBV raises 2018 HCV sales guidance to $3.5B (from $2.5B). Almost all of this will come from Mavyret (which accounted for $850M of the $919M HCV sales logged during 1Q18).
ABBV reports $919M of 1Q18 HCV sales: #msg-140323816.
ABBV's Mavyret weekly NRx market share of the HCV market is at 44% (also 44% the previous week) for the week ending 4/13
More details on Mavyret scripts for week ending 4/6/13: #msg-140013989.
HCV Weekly NRx Market Share for Week Ending 4/6: Mavyret @ 44% (prior was 43%)
Latest corporate slide set (3/20/18):
http://ir.enanta.com/static-files/42bfff90-a608-4d4d-a88d-77870066cbc2
ENTA’s HBV and NASH presentations at EASL:
http://ir.enanta.com/news-releases/news-release-details/enanta-present-new-data-core-inhibitor-hepatitis-b-virus-and-fxr
HCV Weekly NRx Market Share for Week Ending 3/30 (Incl. Holiday on 3/30) Mavyret @ 43%
For Mavyret scripts in the week ending 3/23, please see #msg-139719759.
ENTA’s EASL presentation lineup:
http://ir.enanta.com/news-releases/news-release-details/enanta-pharmaceuticals-announces-data-presentations-0
The earlier pair of weeks prior had also been "flat", and then we had last weeks large increase.
3 Months ago the total BGS Abbvie scripts were (dec 20) 1220
Last week about 3 months later 2361 (BGS abbvie total)
That's not too shabby
The trend, the TREND looks pretty good to me
The total number of scripts is up in HCV for the year in the USA. (positive for both Gilead and Abbvie)
That trend looks pretty positive to me as well.
Last Abbvie Earnings report sounded pretty positive for the EU.
This next one should also include numbers from Japan
Abbvie reports in about 5 more weeks.
What happened at the last earnings report?
I personally think that the rest of the world offers greater market share than the USA.
The trend in the USA seems to be towards 50% market share for abbvie.
It's essentially a duopoly now.
Who has all the 8 week treatments in genotypes; Gilead or Abbvie?
I'm bullish, but I've been wrong before. : )
I write as the price drops today to -0.73.
In other words, flat vs the prior week.
HCV Weekly NRx Market Share for Week Ending 3/16: Mavyret @ 43%
Today’s Wainwright webcast had no new info—it can be skipped without worrying about missing something.
Latest corporate slide set (2/16/18):
http://ir.enanta.com/static-files/77b7f969-bd34-4ea4-b77e-33e81c1e6fea
Excellent news! Additional details at #msg-139340872.
ABBV's Mavyret weekly NRx market share of the HCV market has climbed to 43% from 40% the week prior for the week ending 3/9.
More on the same topic: #msg-139162802.
ABBV's Mavyret weekly NRx market share of the HCV market is at 40% (from 39% the previous week) for the week ending 3/2.
Mavyret’s market share grows in week ending 2/23/18: #msg-138970464.
Brief comments on the differentiation of ENTA’s RSV program: #msg-138812247.
Mavyret scripts plateaued in the week ending 2/16/18: #msg-138790811.
ENTA's latest pipeline chart (from Leerink webcast):
https://twitter.com/DewDiligence/status/965291465470566401
Note new disclosure of a non-FXR NASH compound.
Mavyret scripts continue ramp-up: #msg-138602647.
ENTA to present at Leerink & RBC conferences:
http://ir.enanta.com/news-releases/news-release-details/enanta-pharmaceuticals-present-two-upcoming-investor-4
ENTA's enterprise value: #msg-138447591.
Mavyret’s US scripts (week ending 2/2/18): #msg-138418081.
ENTA FY1Q18 results: #msg-138364792.
Chart of Mavyret’s uptake (blastoff):
$ENTA pic says all you need to know @DewDiligence pic.twitter.com/65jA06uHVc
— dough (@semodough) February 3, 2018
Mavyret’s US scripts (week ending 1/26/18): #msg-138221694.
I think everyone was expecting Merck to take the biggest hit as they have a weak drug and Mavyret has both lower price and shorter treatment period. I don't see why it matters which of the competitors are losing share though.
CS in research said the Mavyret sales were coming at the expense of Merck market share - any comment?
ABBV 4Q17 CC notes re Mavyret/HCV market: #msg-138017796.
ABBV reports 4Q17 HCV—(i.e. Mavyret)—sales of $510M, blowing past consensus estimates:
https://finance.yahoo.com/news/abbvie-reports-full-fourth-quarter-125100560.html
EDP-305 already has safety data in humans, so I wouldn't be unduly concerned about FXR data from mouse models. Moreover, the EDP-305 dose in NASH is going to be extremely low: #msg-137556634.
Any thoughts on potential safety issue with all FXR's?
Journal article from almost a year ago.
http://www.journal-of-hepatology.eu/article/S0168-8278(17)30062-4/pdf
Proxy for ENTA annual meeting (2/28/18):
https://www.sec.gov/Archives/edgar/data/1177648/000156459018000659/enta-def14a_20180228.htm
BlackRock upped its stake from 10.9% to 12.3% during 2017: #msg-137820007.
Mavyret US market-share update: #msg-137637832.
Is ENTA still a buy? See #msg-137576285.
anybody have link to webcast?
New EDP-305 info from JPM webcast:
https://twitter.com/DewDiligence/status/950890634298175489 (scan up)
ENTA lays out 2018 clinical goals:
http://ir.enanta.com/news-releases/news-release-details/enanta-pharmaceuticals-provide-updates-its-research-and
ENTA’s JPM webcast on 1/9/18 at 7pm ET will include the breakout session at 7:30pm ET.
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