Replies to post #213833 on Biotech Values

[DewDiligence]

Re: Mavyret market share

1. Yes, as far as I know. However, I do know that Mavyret’s US market share among new patients is already >10%, which is impressive only seven weeks into the launch.

2. I don’t know. The person to ask is probably ‘ariadough’ (@tgtxdough on Twitter).

3. The “baked-in” market share for Mavyret isn’t well-defined since it depends on another variable: how much value investors are ascribing to ENTA’s non-HCV programs, especially EDP-305 for NASH.