Replies to post #4862 on Enanta Pharmaceuticals Inc (ENTA)

[dewophile]

The additional marketing from this new indication (there is probably very little detailing going on now) could also provide a boost for sales in the non-acute segment. ENTA only gets 2.25% of sales though, but at the current share price that could end up being consequential

[dewophile]

HCV sales

Pretty sharp divergence in HCV sales between GILD and ABBV this past quarter vs prior year, with GILD sales down sharply in the US while ABBV was flat. Overall there was a double digit swing in market share but unfortunately global sales were down YOY so ENTA royalties will only be marginally up (mavyret sales up 3.5%), but it could have been much worse looking at GILD's numbers. I have to think the recent approval played a role

[DewDiligence]

ABBV 4Q25 Mavyret sales=$324M, +9% YoY in constant_currency:

https://www.prnewswire.com/news-releases/abbvie-reports-full-year-and-fourth-quarter-2025-financial-results-302678316.html

The geographic breakdown is: +18% YoY in the US; +1% YoY ex-US (in constant currency). Clearly, Mavyret’s expanded FDA label is driving growth in the US (#msg-176309105).