Replies to post #186927 on Biotech Values

[masterlongevity]

$ENTA any thoughts on ramp up?

$250M in Q1
$450M in Q2
$650M in Q3
$800M in Q4

I would assume that they expect at least $800M in Q4 to give the guidance they gave. I just have no idea what Q1 may look like

[exwannabe]

ENTA: ABBV projection and 2016

The projection was for over (not "about") $3B run rate by EOY 2015.

But they are also on record as saying that EU will still be ramping into '16. Plus Japan will come online in early '16 (I assume).

If one assumes that ABBV is not reaching on their projection, then $4.1B seams very reasonable, if not light, for 2016.

ABBV could miss their target by 30% and ENTA is a strong buy at under $40.

[stuartscott8900]

Dew

So when you look back at your late 2013 ENTA valuation model,is there anything that has changed in terms of pricing,potential market share,future competition,or anything else that would cause you to change your investment thesis today?

Always enjoy your comments.