The only unresolved puzzle IF (?) FDA/EMA approves 8/12-week regimens without RBV is how much GILD is going to price sofosbuvir/ledipasvir FDC relative to Sovaldi. If it prices 1/3 higher, 8-week FDC is close to same price as 12-week Sovaldi. It does make ABBV/ENTA 12-week regimen pricing trickier.
I will bet your fellow ENTA investors wish they knew what your twice-used word unduly portends in recent posts. ..bearish, but not unduly so... The market will figure it out eventually, I guess.
Congrats on your ENTA call. Today's slide aside, it has increased appreciably since fall of 2013.
Overall GILD's pricing decision seems to be bullish for ENTA. Was there anything overly bearish from what GILD said yesterday at all? Perhaps requesting an 8wk label but even that appears to have a silver lining for ENTA.
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