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DewDiligence

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DewDiligence

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Re: jq1234 post# 173019

Tuesday, 02/04/2014 4:56:38 PM

Tuesday, February 04, 2014 4:56:38 PM

Post# of 257269
GILD—Contrary to prior information (#msg-96178223), 70% of early Sovaldi sales were in GT1 (with [Peg-IFN + ribavirin] or Simeprevir), according to today’s CC. However, only $50M of Sovaldi had been sold to end users as of 12/31/13 (100% in US), so this metric could change as more sales are logged and the geographical distribution becomes more diverse.

All told, this information is bearish for ENTA, but not unduly so, IMO.

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

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