Replies to post #193679 on Biotech Values

[DewDiligence]

I meant $3B+ annualized run rate by 4Q 2015.

To reiterate, that’s not what ABBV has guided. The $3B+ figure in ABBV’s V-pak guidance pertains to the annualized run rate on 12/31/15—not the annualized run rate during 4Q15. There’s a big difference.

Not withstanding the above, a $3B run rate during 4Q15—i.e. 4Q15 sales of $750—is conceivably doable if Japan kicks in for a full quarter.

[JJM760]

Why buy the cow when the milk is cheap?

[DewDiligence]

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

Phase-3 trials will start during 2015; this was reiterated on today’s CC. Also, the phase-3 trials will test a unique dose of each drug (ABT-493 and ABT-530), which is new info.