News Focus
News Focus
icon url

DewDiligence

01/25/19 12:41 PM

#223364 RE: vinmantoo #223362

Why do you think ENTA is up so much when HCV sales are flat or dropping?

Because the decline will be more gradual than many investors expected.

ABBV and GILD have stated on multiple occasions that HCV sales during the late 2020s will still be about 2/3 of the 2018 level (e.g. #msg-140852477), but evidently many people didn’t believe it.