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Replies to post #171365 on Biotech Values

Replies to #171365 on Biotech Values

DewDiligence

12/16/13 2:34 PM

#171371 RE: Katsche #171365

ENTA—Thanks for those projections. For the US+EU patient pool, I modeled 55% EU and 45% US because the EU market is considerably larger than just the "Big-5" EU countries (Germany, France, UK, Italy, Spain) referenced in your post.

DewDiligence

12/16/13 2:41 PM

#171372 RE: Katsche #171365

ENTA—Have [the SAPHIRE-1 and SAPHIRE-2 results had] no implication for your market share of 38%?

I’m waiting for the results from ABBV/ENTA’s PEARL-3 and PEARL-4 and from GILD’s ION-2 and ION-3 before considering a change to the model’s 38% market share for ABBV/ENTA’s regimen. Top-line data from all four of these trials are expected soon (#msg-94927196, #msg-94014357).