Replies to post #185723 on Biotech Values

[faxedreceipts]

$ABBV predicts sharp increase in earnings the only problem is the $1.5 billion break up fee.

If the RX's for V-Pak are sluggish, timber time. You do trade and don't hold ABBV?

[DewDiligence]

ABBV’s Viekira-Pak scripts will be underreported by IMS and other script-reporting services, according to analyst:

http://news.investors.com/technology/010915-733997-abbv-shares-fall-on-bank-of-america-downgrade.htm

Those watching the [Viekira Pak] launch through weekly prescription data from IMS Health were stymied by IMS' announcement that some of the prescriptions were not being reported due to "a contractual condition between a supplier and the manufacturer," and thus are being underreported, according to RBC Capital Markets analyst Michael Yee.

I recall similar scenario with certain Genentech’s drugs several years ago. It’s a dilemma for sell-side analysts, but it’s not a bad thing for buy-and-hold investors.

H/t ‘steveporsche’.