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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.
ENTA FY4Q18 results—GAAP EPS=$1.30:
https://www.enanta.com/investors/news-releases/press-release/2018/Enanta-Pharmaceuticals-Reports-Financial-Results-for-its-Fiscal-Fourth-Quarter-and-Year-Ended-September-30-2018/default.aspx
“Enanta has never been in a stronger position from both a financial and clinical development perspective,” said Jay R. Luly, Ph.D. President and CEO, Enanta Pharmaceuticals.
“With the recent start of our Phase 2a study in RSV, we now have three Phase 2 studies ongoing in our wholly-owned development programs. Our momentum will continue into 2019, when we plan to initiate clinical testing of EDP-514, our first candidate to treat hepatitis B virus, and we expect Phase 2 data readouts in our other programs, starting with NASH and RSV studies.”
ENTA’s latest corporate slides:
https://s22.q4cdn.com/306858242/files/doc_presentations/2018/10/Corporate-Presentation-Oct.-24-2018.pdf
The FY4Q18 earnings release and CC are tomorrow (11/26/18) after the close.
ABBV's Mavyret weekly NRx market share of the HCV market is at 54% (from 53% the prior week) for the week ending 11/9
Mavyret data from AASLD:
#msg-144852424
#msg-144850948
#msg-144852305
ABBV's Mavyret weekly NRx market share of the HCV market is at 53% (flat to the prior week) for the week ending 11/2.
ABBV's Mavyret weekly NRx market share of the HCV market is at 53% (from 54% the prior week) for the week ending 10/26.
ABBV 3Q18 results—HCV sales=$862M (vs ABBV’s $850M guidance):
https://investors.abbvie.com/static-files/184e032f-41e4-4324-a0c9-6683bbef9781
ABBV’s 3Q18 HCV sales were $444M US (+5% QoQ) and $418M ex-US (-24% QoQ). (The $418 ex-US total includes $23M of Viekira sales.)
ABBV's Mavyret weekly NRx market share of the HCV market is at 54% (from 52% the prior week) for the week ending 10/19.
EDP-938 (RSV) update on phase-1/phase-2 trials:
https://finance.yahoo.com/news/enanta-pharmaceuticals-announces-positive-phase-113000203.html
Enanta Pharmaceuticals…today announced that dosing has begun in a Phase 2a study to evaluate the safety, pharmacokinetics and antiviral activity of multiple doses of orally administered EDP-938 against respiratory syncytial virus infection in a human challenge study.
…up to 114 healthy adult subjects will be randomized into 1 of 3 arms (1:1:1) and will be dosed for 5 days. All subjects will be infected with RSV-A Memphis 37b virus, and approximately 76 subjects will receive EDP-938 and 38 subjects will receive placebo. Arm 1 will receive placebo, Arm 2 will receive a single 500 mg loading dose of EDP-938 followed by 300 mg BID, and Arm 3 will receive a daily 600 mg dose.
…EDP-938 is the only N-protein inhibitor in development today… we are targeting preliminary Phase 2a results in calendar 3Q19.
EDP-938 Phase 1 Results
The Phase 1 randomized, double-blind, placebo (PBO)-controlled, first-in-human study was conducted to evaluate the safety, tolerability, and pharmacokinetics (PK) of single- and multiple- (7 days) ascending doses (SAD: 50 - 800 mg and MAD: 100 - 600 mg once daily and 300 mg twice daily) and food effect (FE) of EDP-938 in healthy subjects. In the SAD phase, 50 subjects [EDP-938 (n=38) and PBO (n=12)] were enrolled into 6 dose cohorts; in the MAD phase, 40 subjects [EDP-938 (n=30) and PBO (n=10)] were enrolled into 5 dose cohorts.
Overall, no safety concerns have been reported in 68 healthy subjects receiving a broad range of single and multiple doses of EDP-938. Headache was the most frequently reported AE during the SAD and MAD phases. There were no SAEs, and AEs were of mild intensity, with none leading to study drug discontinuation.
EDP-938 was rapidly absorbed and exposure increased with increasing single and multiple dosing, resulting in a PK profile suitable for once or twice daily oral dosing regardless of food. In the MAD phase, half-life ranged from 12.9 to 17.6 hours, and at doses comparable to those under study in the Phase 2a trial, mean trough levels were approximately 30x higher than the EC90 of EDP-938 against RSV-infected human cells.
ABBV's Mavyret weekly NRx market share of the HCV market is at 52% (from 53% the prior week) for the week ending 10/12.
From the Japanese drug email list -
AbbVie’s hepatitis C drug Maviret (glecaprevir + pibrentasvir) was by far the best-selling medicine in Japan in April-September, but its sales appear to have already peaked out thanks to its own success. The shrinking market signals that the industry is on track to the elimination of the disease by 2030, as advocated by the WHO ...
Mavyret’s US new-patient share=53.4%—the highest-ever weekly figure—in the week ending 10/5/18, as reported by IMS. GILD’s US new-patient share was 45.6%, and MRK’s was 1.0%.
Mavyret’s US total-script share was 47.2% in the week ending 10/5/18, slightly below the highest-ever weekly figure, as reported by IMS. GILD’s US total-script share was 51.6%, and MRK’s was 1.1%.
https://abbvie.referrals.selectminds.com/landingpages/sales-opportunities-at-abbvie-108
scroll down. This is sales, but there could also be other non-sales type jobs. I noticed what seemed to be about 11 such jobs-what seemed to be upper level positions. There could be less, or more as time goes by.
...Abbvie is hiring people for the HCV China launch...
Seeing the trial set up (and fairly early into 4th quarter) is reassuring. : )
I am still holding ENTA.
Maybe I'm trying to remind myself better times are ahead.
I also noticed that Abbvie is hiring people for the HCV China launch, so that could be another bright spot coming in 2019.
I'm still pouring thru AASLD entries, trying to sift through NASH/HBV/HCV/PSC etc
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