Dewophile,
Thanks for your comments.
I would say that there are two issues here that ought not be conflated into one. The first issue is the fundamental science and how docs will prescribe the medicine. Let's call that the reality issue. The second issue is how the Market understands the relationship between the two drug regimens and how they are respectively marketed. Let's call that the perception issue. As an ENTA shareholder, I'm concerned that the Market perception--perhaps exemplfied by Robyn's comments-- is that the GILD drug is the much preferred regimen and that this perception may well carry over to prescribers and patients. GILD is a formidable competitor when it comes to marketing drugs for infectious diseases, not that ABBV isn't up to the task. You and Dew may well be right on the reality issue, but how and why the drug is used in clinical practice may be quite another matter.
Bladerunner
Market Data 
Markets 
AI
