Replies to post #238913 on Biotech Values

[DewDiligence]

Mavyret addendum—ABBV’s new 2021 sales guidance of $1.9B (lowered from $2.0B) implies about $500M of Mavyret sales in 3Q21 and 4Q21. (1H21 Mavyret sales were $856M.)

[DewDiligence]

ABBV 3Q21 Mavyret sales=$426M, -3% QoQ:

https://news.abbvie.com/news/press-releases/abbvie-reports-third-quarter-2021-financial-results.htm

The $426M consisted of $183M US and $243M ex-US.

HCV new-patient starts, particularly in the US, are not (yet) back to pre-pandemic levels.