Biotech Values

[DewDiligence]

Results of Twitter poll on 2Q18 ABBV/ENTA HCV sales:

a) <$1.0B: 18%
b) ≥$1.0B but <$1.1B: 20%
c) ≥$1.1B but <$1.2B: 24%
d) ≥$1.2B: 38%

All told, these responses seem unduly bullish, IMO. (ABBV’s 1Q18 HCV sales were $919M; GILD’s 2Q18 HCV sales were $1.00B.)

Thanks to all of the participants for participating.