Replies to post #173019 on Biotech Values

[DewDiligence]

…majority of [Sovaldi] prescriptions are for GT2 so far, followed by GT3, GT1/4.

Thanks—that’s good news for ENTA shareholders.

[DewDiligence]

GILD—Contrary to prior information (#msg-96178223), 70% of early Sovaldi sales were in GT1 (with [Peg-IFN + ribavirin] or Simeprevir), according to today’s CC. However, only $50M of Sovaldi had been sold to end users as of 12/31/13 (100% in US), so this metric could change as more sales are logged and the geographical distribution becomes more diverse.

All told, this information is bearish for ENTA, but not unduly so, IMO.