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ENTA’s EV (fully-diluted) ~$1.6B: #msg-149160816.
ABBV's Mavyret weekly NRx market share of the HCV market is at 49% (from 51% the prior week) for the week ending 5/24.
ABBV's Mavyret weekly NRx market share of the HCV market is at 51% (from 50% the prior week) for the week ending 5/17.
ABBV's Mavyret weekly NRx market share of the HCV market is at 50% (from 48% the prior week) for the week ending 5/10.
ABBV's Mavyret weekly NRx market share of the HCV market is at 48% (from 52% the prior week) for the week ending 5/3.
ENTA FY2Q19 results:
https://www.enanta.com/investors/news-releases/press-release/2019/Enanta-Pharmaceuticals-Reports-Financial-Results-for-its-Fiscal-Second-Quarter-Ended-March-31-2019/default.aspx
FY2Q19 royalty revenue was $39.6M, down from $69.9M in FY1Q19 (Oct-Dec 2018). ENTA’s royalty rate from ABBV resets to the lowest tier at the start of each calendar year, so ENTA’s fiscal 2Q (Jan-Mar) will always have the lowest royalty tier for a given fiscal year.
(The royalty tiers applicable to the 50% Glecaprevir component of Mavyret are shown in #msg-142808661.)
ENTA’s cash balance at 3/31/19 was $387M.
FY2Q19 GAAP EPS was $0.20, due to a tax benefit.
ABBV's Mavyret weekly NRx market share of the HCV market is at 52% (from 54% the prior week) for the week ending 4/26.
Pediatric HCV is a small market, which is why this announcement didn't cause a bigger buzz.
"Building off a surprise success with Mavyret in adults, AbbVie has nabbed an FDA approval to market the hepatitis C drug for children ages 12 to 17. The drug — a combination of glecaprevir and pibrentasvir — racked up $3.438 billion in net revenue for 2018, far exceeding peak sales expectations. The OK was based on a trial of 47 HCV patients with genotypes 1-4 suggesting a 100% cure rate, though it covers all six genotypes." EndPoint News.
ABBV's Mavyret weekly NRx market share of the HCV market is at 54% (from 52% the prior week) for the week ending 4/19.
ABBV 1Q19 HCV sales=$815M—(-5% QoQ)—inline with 2019 guidance of $3.3B:
#msg-148427663
ABBV's Mavyret weekly NRx market share of the HCV market is at 52% (from 53% the prior week) for the week ending 4/5.
ABBV's Mavyret weekly NRx market share of the HCV market is at 53% (from 54% the prior week) for the week ending 3/29.
ABBV's Mavyret weekly NRx market share of the HCV market is at 54% (from 54% the prior week) for the week ending 3/22.
ABBV's Mavyret weekly NRx market share of the HCV market is at 54% (from 56% the prior week) for the week ending 3/15.
JNJ formally abandons RSV program: #msg-147714156.
ENTA completes enrollment in phase-2 NASH and RSV trials:
https://www.enanta.com/investors/news-releases/press-release/2019/Enanta-Pharmaceuticals-Completes-Enrollment-in-Two-Ongoing-Phase-2-Studies/default.aspx
ABBV's Mavyret weekly NRx market share of the HCV market is at 54% (from 55% the prior week) for the week ending 3/1.
Highest close ($105.66) since Jul 2018.
ABBV's Mavyret weekly NRx market share of the HCV market is at 55% (from 53% the prior week) for the week ending 2/22.
ABBV's Mavyret weekly NRx market share of the HCV market is at 53% (from 56% the prior week) for the week ending 2/15.
Additional details on Mavyret’s US scripts for week ending 2/1/19:
#msg-146684466
ABBV's Mavyret weekly NRx market share of the HCV market is at 59% (from 56% the prior week) for the week ending 2/1.
ENTA FY1Q19 results—GAAP EPS=$1.25:
https://www.enanta.com/investors/news-releases/press-release/2019/Enanta-Pharmaceuticals-Reports-Financial-Results-for-its-Fiscal-First-Quarter-and-Three-Months-Ended-December-31-2018/default.aspx
The cash balance at 12/31/18 was $357M.
ABBV/ENTA had a 54%* worldwide share of 4Q18 combined ABBV/GILD HCV sales:
#msg-146569117
ABBV's Mavyret weekly NRx market share of the HCV market is at 56% (from 56% the prior week) for the week ending 1/25.
ABBV 4Q18 HCV sales=$862M—flat vs 3Q18:
#msg-146335275
ENTA’s General Counsel exercised and held ~$150K of stock two days ago; the options in question did not expire until 2024:
https://www.sec.gov/Archives/edgar/data/1177648/000117764819000001/xslF345X03/edgar.xml
The annual-meeting proxy has been filed:
https://www.sec.gov/Archives/edgar/data/1177648/000119312519012894/d659936ddef14a.htm
ENTA CEO is a 5% shareholder (as of 12/20/18):
https://www.sec.gov/Archives/edgar/data/1177648/000119312519012904/d689970dsc13d.htm
ABBV's Mavyret weekly NRx market share of the HCV market is at 54% (from 51% the prior week) for the week ending 1/11.
ENTA enumerates clinical goals for 2019—discussion during today’s JPM presentation:
https://finance.yahoo.com/news/enanta-pharmaceuticals-updates-research-development-130000839.html
ABBV's Mavyret weekly NRx market share of the HCV market is at 54% (from 53% the prior week) for the week ending 12/28 (prior week was Christmas)
ENTA’s phase-2a RSV trial started recruiting 10/17/18:
https://clinicaltrials.gov/ct2/show/NCT03691623
The expected completion is Jun 2019.
I don't have the weekly scripts yet—will post when I get them.
Any news last Friday and this week on weekly Rx?
That's the highest-ever weekly figure, according to IMS.
ABBV's Mavyret weekly NRx market share of the HCV market is at 55% (from 53% the prior week) for the week ending 11/30.
ENTA’s General Counsel exercised and held $150K of stock today—the second such insider transaction recently:
https://www.sec.gov/Archives/edgar/data/1177648/000117764818000053/xslF345X03/edgar.xml
The exercised options did not expire until 2024.
ENTA SVP exercised and held $150K of stock yesterday:
https://www.sec.gov/Archives/edgar/data/1177648/000117764818000051/xslF345X03/edgar.xml
The exercised options did not expire until 2024.
ABBV's Mavyret weekly NRx market share of the HCV market is at 53% (from 51% the prior week) for the week ending 11/23.
ENTA’s enterprise value at current share price ~$1.44B: #msg-145176914.
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