Goldman Sachs survey of US HCV prescribers finds that 30% will use ABBV/ENTA 3-DAA regimen for GT1 patients if it’s at price parity with GILD’s regimen and that 40-50% will use ABBV/ENTA’s regimen if it’s discounted 10-20% relative to GILD. (H/t @zbiotech on Twitter.)
Lately, the 38% market share for ABBV/ENTA in my ENTA valuation model in #msg-94993406 has become much less of an outlier, LOL.