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DewDiligence

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DewDiligence

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Re: exwannabe post# 179623

Saturday, 06/21/2014 4:58:12 PM

Saturday, June 21, 2014 4:58:12 PM

Post# of 257301

ENTA—Though I agree with your statement, I think there is a very difficult issue for any non-ABBV suitor: …the value to place on ENTA's 2nd gen PI [ABT-493] they have partnered with ABBV. This could well depend not only on the drug's data, but also on ABBV's market plans.

If the ABT-493 + ABT-530 combination works out clinically, ABBV will certainly market it aggressively against other’s companies’ pan-genotypic qD regimens. The uncertainties with respect to ABT-493 can be overcome via a CVR component in a buyout deal, IMO.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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