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Replies to post #175226 on Biotech Values

Replies to #175226 on Biotech Values
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DewDiligence

03/08/14 9:05 PM

#175227 RE: ciotera #175226

If I am not willing to hold [ENTA] into the Abbvie launch…it is safe to conclude that I am not willing to hold it for the NVS partnership.

The difference is that the NVS partnership is almost “pure” upside for ENTA if anything of consequence should happen this year. Nobody is modeling much, if any, value for this program.