Replies to post #1674 on Enanta Pharmaceuticals Inc (ENTA)

[DewDiligence]

More on same subject:

Respectfully disagree. The ~15% (US) and <10% (WW) numbers I posted in this thread are pot'l %reductions in Mavyret's addressable mkt—not %reductions in ACTUAL SALES. If we presume that Mavyret wouldve gotten ~50% of ESRX biz, then %reduction in actual 2019 Mavyret sales is 3-4%.

— Roy Friedman (@DewDiligence) August 7, 2018

Well, OK,. that's not that big a difference. And gets to what I'm thinking about here, which is: are the PBMs lowering costs?

— Matthew Herper (@matthewherper) August 7, 2018