Replies to post #190198 on Biotech Values

[north40000]

Investors in GILD should be encouraged by its entry into oncology. I saw its booth at AACL 2015, and its 16-18 page handouts regarding approval of ZYDELIG for treatment of FL and SLL[albeit with boxed safety warning] and potential, off-label indication in CLL for relapsed patients treated with rituximab.[same boxed safety warning] There is additional pipeline.

[DewDiligence]

My V-Pak estimate for 1Q15 is $350-450M (#msg-111336181), although I won’t be shocked if the figure is only $250M, due to slowness in clearing reimbursement for Medicaid and other public-payer patients.

Perhaps more important, I’m not expecting ABBV to provide more detailed V-Pak guidance for the full year 2015 than it already has with its statement of a $3B+ year-end annualized run rate. (I do expect more detailed full-year guidance after the 2Q15 results.)

[DewDiligence]

ABBV/ENTA—1Q15 consensus estimate for V-Pak is $268M, according to David Sobek:

@TylerHCanalyst I'm looking at ISI numbers and they have $236M in US and $32M ex-us listed as consensus.

— David Sobek (@dsobek) April 22, 2015

[dangerM]

chatter about ACHN posters, not being presented?

Anyone seen Prof. Gane at EASL?


Why I ask: posters are online:

http://www.achillion.com/ACH3102_resources
http://www.achillion.com/NS5A_inhibitors

for these two late breakers:

15:30 - 16:00
Abstract LP27: ACH-3422, A NOVEL NUCLEOTIDE PRODRUG INHIBITOR OF HCV NS5B POLYMERASE (View abstract)
Presenter: Edward Gane

15:30 - 16:00
Abstract LP06: SUSTAINED VIROLOGIC RESPONSE AFTER ACH-3102 AND SOFOSBUVIR TREATMENT FOR 8 OR 6 WEEKS: A PHASE 2 “PROXY” STUDY (View abstract)
Presenter: Edward Gane

Yet EASL
http://easl.multieposter.com/ep.php

gives me

CONFIRM NEGATIVELY
Poster number: LP27
ePoster screen: A-14
Date: 2015-04-25 15:30 (30 minutes presentation)

and

CONFIRM NEGATIVELY
Poster number: LP06
ePoster screen: A-03
Date: 2015-04-25 15:30 (30 minutes presentation)

What does this "confirm negatively" mean? Some other posters, e.g. LP37 from CNAT show the same code.