Boards
News
Market Data
Markets
Discover
Discover
AI Subscribe Login/Register account icon
S&P 500
6,606.49
(
-0.27%
)
US TECH 100
23,663.20
(
-0.24%
)
Dow Jones
46,021.43
(
-0.44%
)
Brent Oil
106.84
(
2.30%
)
Bitcoin
70,629.00
(
1.04%
)
News Focus
News Focus

Replies to post #171509 on Biotech Values

Replies to #171509 on Biotech Values
icon url

DewDiligence

12/18/13 11:10 PM

#171524 RE: gdollasign #171509

Clarification: The 38% figure in my ENTA valuation model (#msg-94993406) is volume share, not dollar share. The 23% consensus figure in Mark Shoenbaum’s buy-side survey is dollar share, not volume share.
icon url

oc631

12/19/13 1:06 AM

#171536 RE: gdollasign #171509

Given neck and neck trial results, there seems to be a possibility that ENTA gathers 62% and GILD enjoys 38%. Just thinking.




The highest market share within the U.S. that the ABBV combo could ever expect to attain is 45% since GILD has a more desirable combination. I personally feel 40% would be an incredible accomplishment and should be a goal set by the company through pricing and marketing strategy.