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marthambles

09/24/13 10:06 AM

#51 RE: DewDiligence #50

Obviously, your 38% market share assumption is critical to your valuation. I'm wondering how you arrived at that. Is this assumption shared by others? I note, for example, Credit Suisse's 20% assumption.

Thanks.
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DewDiligence

11/30/13 12:53 PM

#130 RE: DewDiligence #50

How compulsory licenses in emerging markets affect my ENTA valuation model: #msg-94534170.
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DewDiligence

12/15/13 10:48 PM

#178 RE: DewDiligence #50

ENTA Valuation Model (revised as a consequence of Sovaldi’s US list price):

#msg-94993406

Feedback welcome.