Replies to post #1119 on Enanta Pharmaceuticals Inc (ENTA)

[linhdtu]

willy, how about second order effect ? Do you believe at this rate,Abbvie can still hit their 3B run rate by Dec2015 ?

What if Abbvie does not make that and guides down a bit for next yr, enta will probably take it hard.

Then it will be the time to buy more because the data as you see it will make it a duopoly between gild and abbvie.

there is very much such a thing of being right and too early in the stk mkt.

[NY1972]

Is it so important for Abbv 2nd gen to be pan-genotype regimen? If *8-week* regimen gets 100% SVR12 in GT1 patients, can it get 50% of US market anyway?