Biotech Values

[mcbio]

I aimed to make my ENTA valuation model in #msg-92234861 conservative, especially with respect to pricing, where I assumed a blended average selling price in the US and EU of $25K for ABBV/ENTA’s 3-DAA regimen.

In light of GILD’s $1K-per-day US list price for Sovaldi, it’s probably safe for me to raise the $25K figure in my ENTA valuation model.

I must say I don't really understand where you come up with the $25K estimate for ABBV/ENTA all-oral combo. Olysio is priced at $66K for peg/riba combo and Sovaldi at $88K. There's no reason to believe that any all-oral combo will be priced at a discount to a peg/riba regimen. Indeed, an all-oral combo should certainly warrant some kind of premium.