Replies to post #193678 on Biotech Values

[caravon]

I was misinterpreted. I meant $3B+ annualized run rate by 4Q 2015.
2Q V-Pak sale was 67% over 1Q. I expect that 3Q will have the same or ever high growth rate.

I am interested in how soon ABBV will start Next-Gen trials.

PS
ENTA did not negotiate a good deal with ABT. Hopefully, ABBV will take it over soon.

[willyw]

FWIW, I thought there would be selling. YUP; there was.

I held however. I think the prospects with world wide sales look good long term.

The 2nd gen program looks very good.
I see 8 weeks treatments as quite possible based on 100% cure rates G-1.

I have not seen strong data from either nuke program of JNJ or MRK; without a nuke I'm uncertain of prospects for shorter TX, a pan-genotypic treatment for all sub-groups or a long term HCV program. That would leave essentially GILD and Abbvie (+ENTA) programs.

A continuous long term HCV pipeline increases the value of ENTA as a potential buyout possibility. Even if not, it means a long stream of royalties to ENTA.

I am a little curious why there has been no data release of G-2/3 for 2nd gen program.
....IF the G-3 data is as good as the G-1.....