Replies to post #173820 on Biotech Values

[DewDiligence]

That strikes me as the most important assumption in your [ENTA valuation] model. What does the evidence behind it consist of…?

The 350K number in my model is based on: i) the history of HCV treatment in the US and EU dating back to the advent of interferon and ribavirin as the standard of care; and ii) market predictions by various HCV companies during investor presentations, most notably those by GILD, VRTX, and ACHN.