News Focus
News Focus
icon url

DewDiligence

11/24/15 11:19 AM

#197653 RE: caravon #197652

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.
icon url

jbog

11/24/15 9:12 PM

#197682 RE: caravon #197652

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.

Week Ending Viekira Pak TRx Viekira Pak NRx
10/2 1127 503
10/9 1140 546
10/16 1102 556
10/23 Unk Unk
10/30 Unk Unk
11/6 1069 469
11/13 993 444
11/20