Thanks.
Interesting theories. Of course they go contra to everything the analysts, GILD/ABBV, and doctors have been saying about market size and durability. If correct, your theories would say ENTA is way overvalued since ABBV sales should be minute.
You had previously thought TRx would come down in Q3. Still think that? From what level? 8,000/wk, 10,000, higher? The higher that NRx go the high the TRx will be. Doesn't seem to be much slowing yet. The analysts have been quite wrong - much too conservative. Maybe it is just a huge warehouse that is stealing from next generation too. The market seem to be saying that. I'm still willing to wait and see, being long GILD and ENTA.
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