Biotech Values

[JohnWayne]

I don't have the share numbers, but a good analog to consider would be Tasigna (bid) vs. Sprycel (qd) in second line CML. The biggest problem with this analog is that, IIRC, Tasigna launched substantially after Sprycel.

A more fundamental problem with looking for an analog, which I think Dew has spoken to before, is that we're talking about, in the scheme of things, a very short treatment duration, while compliance is usually thought of more on terms of chronic diseases. So while compliance might logically be worse for ABBV/ENTA, I don't know how important this will be to prescribers or payers, especially given how hard it would be to actually prove a difference in compliance between regimens.