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Post# of 257435
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DewDiligence

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Re: usma67korea post# 200816

Tuesday, 08/16/2016 8:55:35 PM

Tuesday, August 16, 2016 8:55:35 PM

Post# of 257435

…do you have an updated valuation model for ENTA? I recall seeing one 2 years ago roughly. Based on price action, it seems market isn't giving much credit for 1st generation product w/ ABBV.

Quite so and rightly so, given the actual sales numbers.

My old valuation model for ENTA was much too optimistic on Viekira’s market share and it did not properly account for price erosion in the US market. The old model was so bad, it can’t be tweaked; I’ll do a new one from scratch after the phase-3 data for ABT-493/ABT-530 are released (#msg-122031014).

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

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