Biotech Values

[DewDiligence]

ENTA—Mavyret US scripts—week ending 12/8/17 (according to IMS)….

ABBV/ENTA’s share of total-HCV NRx was 24.8%, the highest ever. (Essentially all of ABBV/ENTA’s NRx is now coming from Mavyret rather than Viekira.)

Mavyret TRx: 1323, -0.2% vs week ending 12/1/17
Mavyret NRx: 662, -2.8% vs week ending 12/1/17

Other HCV drugs (e.g. Harvoni) also had negative wk/wk changes, so it may be that the whole month of December will be sluggish for new-patient starts.

We are now 19 weeks into the US launch of Mavyret.

(As previously noted, Mavyret’s absolute script numbers reported by IMS are low because IMS misses much of the public sector of the HCV market that ABBV is targeting.)