Replies to post #223358 on Biotech Values

[jbog]

There could be many adjustments taken in the 4th quarter but to see the U.S. portion of Mavyret fall 10% from the 3rd to 4th quarter is surprising.

More surprising is VPak's increase ex usa.

Again, there could be many explanations.

[DewDiligence]

ENTA +5%—ABBV’s 2019 HCV-sales guidance=$3.3B, -9% YoY.

GILD reports 4Q18 financials and gives 2019 guidance on 2/4/19.

[DewDiligence]

ABBV 1Q19 HCV sales=$815M—(-5% QoQ)—inline with 2019 guidance of $3.3B:

https://finance.yahoo.com/news/abbvie-reports-first-quarter-2019-114200769.html

US and ex-US HCV sales were $403M (flat QoQ) and $412M (-11% QoQ), respectively.