Replies to post #205934 on Biotech Values

[WorstLuck]

[ABBV/ENTA]

Very nice. Should be highly competitive. I still have no idea how to value it though. Any current views on the "cliff"?

Disclaimer: I still have no position since taking long term gains other than a quick flip this summer.

[DewDiligence]

Data table from ENTA's HCV PR in #msg-126481635:

[DewDiligence]

Jefferies models a 30% non-GILD share of US GT1 market in the “out years” (whatever that means):

http://blogs.barrons.com/stockstowatchtoday/2016/11/11/gilead-sciences-wait-the-hepatitis-c-competition-is-getting-worse