Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
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.
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.
Followers
|
96
|
Posters
|
|
Posts (Today)
|
1
|
Posts (Total)
|
3021
|
Created
|
03/20/13
|
Type
|
Free
|
Moderators DewDiligence |
Volume | |
Day Range: | |
Bid Price | |
Ask Price | |
Last Trade Time: |