Biotech Values

[mcbio]

I estimate that ABBV’s 3-DAA regimen will garner about 100K of the available 260K patients per year in the US and EU, a market share of 38%. (Most of the rest will initially go to GILD since few patients will opt for interferon-based regimens.)

Respect your opinion, as always, but I don't see ABBV/ENTA's 3-DAA regimen (4 or even 5 drugs total) capturing a market share of 38%. I'll go on record for a much lower market share. I've got no prob eating crow here if I'm wrong. ; )