Replies to post #176244 on Biotech Values

[DewDiligence]

From the WSJ piece you posted on HCV drugs:

Other new drugs are in the pipeline from AbbVie, Bristol-Myers Squibb Co. and Merck & Co. but they aren't expected to start winning approvals until next year.

Actually, ABBV has guided investors to expect approval and launch of ABBV/ENTA’s 3-DAA regimen in late 2014 (#msg-96615816); this guidance assumes that the NDA will be submitted during April insofar as the FDA timeline for priority review of a BTD application is 8 months.

[DewDiligence]

GILD/ABBV/ENTA—From the same WSJ article:

Express Scripts is asking a number of doctors like Mauricio Lisker-Melman whether some of their hepatitis C patients can wait until the rival drugs reach the market. Dr. Lisker-Melman, director of the hepatology program at Washington University School of Medicine in St. Louis, said it is trying to distinguish between patients who need treatment right away because of the progression of their infections, and patients who could wait nine months or longer for the new regimens in development.

Such intervention by ESRX (and other PBMs) has been previously discussed on this board; bullish for ABBV/ENTA, of course.