Biotech Values

[DewDiligence]

ABBV/ENTA—We have to give ‘jbog’ a h/t on this one—the anonymous posters on cafepharma.com claiming to be ABBV HCV sales reps were telling the truth, evidently.

ABBV says it currently has a low-teens volume share in the US HCV market, while GILD says ABBV has a 10% volume share, so the two companies basically agree (the difference is splitting hairs). V-Pak should be doing better than that, IMO, even at this early stage of the launch. ABBV needs more sales reps or more talented reps if V-Pak is to reach its potential.