Biotech Values

[DewDiligence]

Re: ENTA valuation model

[$30K ASP in US/EU]…seems wildly conservative to me… If you give ABBV/ENTA all-oral combo a small premium over U.S. price of JNJ/GILD peg/riba combos, that would be, say, ~$90K U.S.

The revised model’s ASP (net of discounts and rebates) for ABBV/ENTA’s 3-DAA regimens is $60K in the US and $25K in the EU, yielding a blended ASP for the US+EU of $41K (#msg-94993406). This may still be conservative, but not wildly so :- )