Replies to post #193854 on Biotech Values

[justrpaul]

Why did you exclude solvaldi?

[jbog]

I would have thought that VPAk should at a minimum be a competitor to Gilead. No matter how you want to slice it the fact remains that Gilead continues to exceed expectations while VPAK lags behind.

One would have thought that VPAK should at least equaled the results of Solvaldi yet it is selling at 1/3rd the rate. VPAK is capturing 7.2% of the total Gilead / Abbvie market.

[DewDiligence]

New survey: ABBV’s V-Pak Sales Guidance Ending 2015

Background: ABBV has guided investors that Viekira Pak will have worldwide annualized sales of more than $3B ending 2015—i.e. as of 12/31/15. For comparison, V-Pak’s annualized run rate during 2Q15 was $1.54B in the US and EU alone (#msg-115760387). ABBV expects Japan to approve V-Pak during 4Q15.


Q: When ABBV releases 3Q15 financial results, what is the most
likely action with respect to V-Pak sales guidance ending 2015?

a) ABBV will increase guidance
b) ABBV will decrease guidance
c) ABBV will leave guidance unchanged


To vote, go to
http://investorshub.advfn.com/boards/board_surveymenu.asp?board_id=1418
and select survey #164.

[DewDiligence]

3Q15 V-Pak vs Harvovi in US/EU* ($ millions)

 
 US+EU  
 V-Pak     469  13.2%  
 Harvoni  3073  86.8%  
 Total    3542 100.0%  
    
 US  
 V-Pak     242   8.7%  
 Harvoni  2541  91.3%  
 Total    2783 100.0%  
    
 EU  
 V-Pak     227  29.9%  
 Harvoni   532  70.1%  
 Total     759 100.0%

*V-Pak was approved in Japan on 9/28/15 and had not yet launched there by the end of 3Q15.