Replies to post #187456 on Biotech Values

[pollyvonwog]

CEO has clearly stated that he did not expect any serious competition (besides Gild) in a future. Now, we know that he was wrong, very wrong.

This has yet to be proven one way or the other.

Also, I think ABBVs strategy of going after higher discount population (medicaid etc) protects them pretty well from another entrant.

[postmeridiem]

I think one problem with ENTA's stock price is that the Credit Suisse analyst thinks ABBV is only going to sell $800 million dollars worth of V-Paks in 2016, and less every year after.

Can anyone contact Ravi Mehrotra to ask why he thinks sales will fall off a cliff next year, when ABBV has projected sales of $250 million per month by December 2015?