ENTA—As far as I can tell, the only thing that could be perceived as negative in ENTA's FY4Q15 PR and CC is the company's intention to spend $30-40M (about $7.5M per quarter) on R&D during FY2016.
All other aspects of ENTA's revenue and earnings are in ABBV's hands, and nothing on ENTA's CC contradicted anything that ABBV has already told investors.
It looks like Abbvie sales step down since the label change. Symphony data looks that V-Pak is down somewhere in the 10% - 15% range in TRX's and NRX's.
Ims is reporting the same downtrend but not as steep.