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Gilead/AbbVie Week 11/1 Script Numbers Reported By IMS Health

|Includes: ABBV, Gilead Sciences, Inc. (GILD), JNJ, VRTX

Gilead (NASDAQ:GILD) week 11 script numbers.

Script Numbers Current Week Previous Week % Change
Harvoni TRx 5381 6516 -17.4
Harvoni NRx 2500 3370 -25.8
Harvoni/Sovaldi TRx 7402 9412 -21.4
Harvoni/Sovaldi NRx 3177 4375 -27.4

AbbVie (NYSE:ABBV) week 1 script numbers.

Script Numbers Current Week Previous Week % Change
Viekira Pak TRx 14 N/A N/A

RBC analyst Michael J. Yee reports, that this is significantly lower when compared to Gilead's Sovaldi week 1 NRx of 151 and Harvoni week 1 NRx of 444. AbbVie's Viekira Pak's week 1 launch is more comparable to Johnson & Johnson's (NYSE:JNJ) Olysio week 1 NRx of 10 and Vertex's (NASDAQ:VRTX) Incivek week 1 NRx of 14.

Yee also reports that they expect AbbVie to gain share in the 5-10% range of NRx through Q1 2015. Gilead's Sovaldi is the only approved treatment for HCV GT's 2 and 3 so that's 25-30% of US market share that's only available to Gilead at this time. While in HCV GT1 Gilead's Harvoni and AbbVie's Viekira Pak are the only approved treatments available competing for roughly 70-75% of the remaining patients in the US.

Disclosure: The author is long GILD.

Disclosure: The author is long GILD.