Mavyret’s market share grows in week ending 2/23/18 (according to IMS):
• ABBV/ENTA’s HCV-new-patient share=39.2%, up slightly from the prior week and matching the highest-ever figure logged in the week ending 2/9/18 (#msg-138602647).
• ABBV/ENTA’s HCV-total-patient-share=35.0%, the highest-ever figure.
(Almost all of ABBV/ENTA’s US HCV business now comes from Mavyret.)
The gap between Mavyret’s NRx% and TRx% is narrowing insofar as most US Harvoni patients are now being treated for 8 weeks rather than 12 weeks; thus GILD’s advantage vs ABBV/ENTA in average duration per patient is shrinking.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”
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