Replies to post #171121 on Biotech Values

[DewDiligence]

Re: ABBV/ENTA pricing

...that [$30K blended avg for US/EU] still seems wildly conservative to me…

That wasn’t clear to me when I posted the ENTA valuation model in September. It is now, which is why I’m planning to revise it.

I encourage you and anyone else to post what you think the US/EU blended pricing number in the model ought to be. Please bear in mind that I’m looking for the real-world price (net of discounts and rebates), not the list price.

[DewDiligence]

Re: ENTA valuation model

[$30K ASP in US/EU]…seems wildly conservative to me… If you give ABBV/ENTA all-oral combo a small premium over U.S. price of JNJ/GILD peg/riba combos, that would be, say, ~$90K U.S.

The revised model’s ASP (net of discounts and rebates) for ABBV/ENTA’s 3-DAA regimens is $60K in the US and $25K in the EU, yielding a blended ASP for the US+EU of $41K (#msg-94993406). This may still be conservative, but not wildly so :- )