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Re: DewDiligence post# 1508

Thursday, 09/28/2017 2:28:15 PM

Thursday, September 28, 2017 2:28:15 PM

Post# of 2929
http://www.barrons.com/articles/gileads-china-entrance-looks-crowded-1506532587

Seems to corroborate;

"As a reminder, Daklinza and Sunvepra, Bristol-Myers Squibb’s (BMY) dual-drug regimen was previously approved by the CFDA in April. It was the first direct-acting antiviral agents approved in China. In addition, Olysio (commercialized by Johnson & Johnson (JNJ)) was approved this past August, and AbbVie’s (ABBV) ombitasvir/dasabuvir, was approved on the same day as Sovaldi. We also note that the CFDA accepted Ascletis’ (a domestic Chinese specialty pharma company) Danoprevir application for approval in January and Merck’s (MRK) Zepatier application for approval in August."
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I don't know how to prove this, short of calling ABBV or ENTA public relations. One would think Barrons is correct.

If it were so, by some mechanism I don't understand, the 3-D 1st gen program would have been approved in China before Harvoni.
In the USA Harvoni was approved 10-10-2014 and Viekira was december 2014; about 2 months later.

In the USA, Harvoni approval followed Sovaldi approval by about 10 months.

Main point is, if Abbvie was successful with the 1st gen program approval in China, could it also be true they may be adept with the 2nd gen Maviret?

Dew, I don't want to post bad info, but if this is....IF it were to be correct you'd want to know.
I agree that you would think there would be a release from ABBV or ENTA.

Here is the next thing...

If it is so that Viekira is now approved in China, ENTA should start seeing some increased revenue from the 1st gen when people are expecting it to decrease.

Feel free to delete if you feel this is in error
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