We are raising our ABBV HCV peak sales estimates to $3bn (in 2016, from $1.5bn)… Our increased share expectations are based on the better-than-expected top-line data on 1/31/14…, our Biotech team’s HCV survey in which docs anticipated using ABBV’s regimen in ~30% of patients…
The sell-side analysts continue to inch ever closer to the 38% volume share and $4.1B of peak annual sales (US+EU) in my ENTA valuation model (#msg-94993406) :- )