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DewDiligence

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DewDiligence

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Re: jq1234 post# 171521

Wednesday, 12/18/2013 11:01:43 PM

Wednesday, December 18, 2013 11:01:43 PM

Post# of 257264

…marginalize all other HCV players currently still in ph2 or earlier for GT1…which is positive for both GILD and ABBV/ENTA.

Indeed; that’s the underlying thesis in my ENTA valuation model that posits a 38% volume share for ABBV/ENTA in GT1. However, I do ascribe a modest amount of value to ABBV/ENTA’s second-generation regimen (ABT-493 + ABT-450) and to ENTA’s EDP-239 partnership with NVS.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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