Enanta Pharmaceuticals Inc (ENTA)

[dewophile]

HCV sales

Pretty sharp divergence in HCV sales between GILD and ABBV this past quarter vs prior year, with GILD sales down sharply in the US while ABBV was flat. Overall there was a double digit swing in market share but unfortunately global sales were down YOY so ENTA royalties will only be marginally up (mavyret sales up 3.5%), but it could have been much worse looking at GILD's numbers. I have to think the recent approval played a role