Replies to post #179623 on Biotech Values

[DewDiligence]

ENTA—Though I agree with your statement, I think there is a very difficult issue for any non-ABBV suitor: …the value to place on ENTA's 2nd gen PI [ABT-493] they have partnered with ABBV. This could well depend not only on the drug's data, but also on ABBV's market plans.

If the ABT-493 + ABT-530 combination works out clinically, ABBV will certainly market it aggressively against other’s companies’ pan-genotypic qD regimens. The uncertainties with respect to ABT-493 can be overcome via a CVR component in a buyout deal, IMO.