Biotech Values

[oc631]

[ENTA] There are two additional problems with sharing costs and profits, as it relates to the 2-drug combination. Let's assume ENTA chooses this option.


1 - ENTA's marketing partner (ABBV) would achieve much higher margins promoting the 3-drug combination to the same group of patients (GT1).

2 - There's a reason why P.I./Interferon-based therapy isn't labeled for GT2/GT3 patients. ABBV/ENTA faces class limitations using protease-based therapy in GT2/GT3 patients. Relying on ribavirin to create a competitive combo is self-defeating due to tolerability issues.