Biotech Values

[DewDiligence]

ENTA—Mavyret’s US new-patient share=56.6% in the week ending 2/1/18, as reported by IMS. GILD’s US new-patient share was 42.6%, and MRK’s was 0.9%.

In the same week: Mavyret’s US total-script share was 51.3%—despite Mavyret’s having a smaller average number of scripts per patient (i.e. a shorter average duration of treatment) than GILD’s HCV products; GILD’s US total-script share was 47.9%, and MRK’s was 0.8%.