Biotech Values

[exwannabe]

Re: ENTA/ABBV results by market size.

I agree (not that that means much) with your note that non-naive 1B looks better for ABBV. I also assume that the cirrhotic data could be a win for ABBV (if only by default).

While naive 1A (and to a lesser extent 1B) is a clear win for GILD.

If I was to assume the non-cirrhotic, treatment naive pool goes 90% GILD, and the rest are split 50-50, about what size market does that leave ABBV? And would this impact the depth of the market (how long the bolus of extant patients will drive revenue)?