Biotech Values

[dangerM]

ABBV/ENTA: CHMP decision on G/P already now? (with impact on GILD, JNJ, ACHN, MRK)

Short version: Could G/P's "European PDUFA"-date be already tomorrow?

Long version: If you look at the linked PDF, i.e. the agenda of most current CHMP meeting ending today, they (should) have formed their opinion on both Abbvie's/Enanta's nextgen HCV regimen as well as Gilead's salvage regimen.

www.ema.europa.eu/docs/en_GB/document_library/Agenda/2017/06/WC500229550.pdf

3.1.7. glecaprevir / pibrentasvir - EMEA/H/C/004430 (p. 10)
3.1.10. sofosbuvir / velpatasvir / voxilaprevir - EMEA/H/C/004350 (p. 11)

So I guess this could be one of the factors for the share price increase of ENTA or the weakness for ACHN (who also had to explain delayed data outside HCV for their complement factor D programme/PNH)?

Interesting, huh? I wouldn't have expected it as early as now, rather end of July.

dM