Biotech Values

[vinmantoo]

• ABBV’s 2018 HCV sales guidance (almost 100% Mavyret) =$2.5B, an increase relative to the $2.04B annualized run rate in 4Q17. (The $2.5B figure may be a deliberate lowball insofar as ABBV was badly burned by overestimating Viekira sales in prior years.)

That sounds like you are willing to wait until at least the end of Q1 for Mavyret sales figures to come in before considering selling off some ENTA. The ENTA stock price has been going up so rapidly that my itch to sell is becoming stronger.