Replies to post #200813 on Biotech Values

[jbog]

The data looks impressive. We'll see if they can break Gilead's stateside monopoly.

[usma67korea]

Roy, do you have an updated valuation model for ENTA? I recall seeing one 2 years ago roughly. based on price action, it seems market isn't giving much credit for 1st generation product w/ ABBV. or its P/L.

[dewophile]

might be better than GILD in GT 3 (sofo/vel 95% in GT 3 and 97% w the PI added - 12 week regimens)