Well, in case Abbvie wishes to buy enanta, the negotiations just got simpler with this new development. No 3rd party to account for.
OTOH, with JNJ out of the loop with yesterday acquisition of Alios, and NVS allegedly out of the HepC biz (or so they say) which BPs are left to gobble up Achn I wonder ? I can't think of any .
The only drawback from Novartis's decision would be if they changed their mind about the HCV space in such a short time (12' to now) because they feel the patient pool would be somewhat exhausted by the time they came to market.
Gilead's Martin has said that their new HCV drug will be priced at 2/3rds of today's price for a 8 week regime. I guess we'd have to add up everything that goes into the current treatment.
ENTA’s recent strength is probably tied to the lack of FDA’s early decision for GILD’s Harvoni (PDUFA date 10/10/14). I.e., GILD’s headstart relative to ABBV/ENTA for all-oral GT1 treatment in US is likely to be small.
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