News Focus
News Focus
icon url

DewDiligence

12/18/13 4:36 PM

#171495 RE: gdollasign #171472

The market seems to think that 38% market share is too large.

That the market expects ABBV/ENTA to get less than 38% of the GT1 market is clear not only from ENTA’s valuation, but also from a survey by ISI analyst, Mark Schoenbaum of the “buy side” in which the average forecast was a 23% share for ABBV/ENTA.

Of course, such disagreements are what makes a market.