Biotech Values

[willyw]

Thank you for your post.

Japan looks much better than last quarter. I was wondering where it would be. Not bad.

I have the view that both Gilead and Abbvie are resisting price cutting measures since they have viable long term HCV programs. I'm not so sure Merck does; hence the deep discounts.

Bottom line, Abbvie sold less product world wide, but I am thinking that the royalty picture may be slightly better for ENTA than last quarters due to the better economics in Japan 45% versus 33% for Viekira.

Soon they will be dosing the once daily program, the expanded use to G-1b early stage cirrhotics.
They still excel with G-1b,
AND are a lot of G-1b's in the world.