If you refer to the 1st and 2nd gen Abbvie programs (in which an ENTA compound is a part) ENTA has no power or place in that equation; pretty much all on Abbvie
But yes, if you refer to ENTA's wholly owned HCV assets (an NS5a ph 2, a pre-clinical nuke and a cyclophillin inhibitor) then yes.... they too are certainly a part of that crush for market share and...perhaps.... shrinking market size.
Harvoni was only approved just over 10 months ago. It is yet unknown how significant a market share Abbvie, MRK or JNJ will command or how long it will take to treat the bulk of the treatment tail.
I recall when Pharmasett's PSI-7977 seemed to be languishing in trials. Then Gilead bought it in November and had it FDA approved about 25 months later as Sovaldi.
This same dynamic could happen either with the MRK, the JNJ nukes, or on a longer time frame, ENTA or RGLS compounds.
Gilead and Abbvie ran 3 & 6 month IFN free trials and 12 and 24 week SVR rates.
...... These NEW drug programs may be 6, 8 and 12 week duration trials and have potential for moving with simplicity and speed.
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