Antiaging Quantum Living Inc (AAQL)

[maverick_1]

Adding more salt to the JNJ/ACHN wound

My initial assessment strategically was closest to what transpired recently with the terms of the JNJ/ACHN collaboration than what many had opined since the start of 2015.

Clearly the fly in the ointment was JNJ's Sept 2014 $1.7 bln acquisition of privately held Alios Therapeutics.

Adding more salt to the JNJ/ACHN wound is the below excerpt's from today's Seeking Alpha http://seekingalpha.com/article/3203006-gilead-merck-and-achillion-j-and-j-square-off-in-an-hcv-nuclear-showdown

By acquiring Alios last year and negotiating a deal with Achillion this week, JNJ has put itself in a position to be a contender with the nucleotide AL-335 and NS5A inhibitor ACH 3102, although they are far behind and have the highest risks. Given the IP risks with ACH 3422 and the relatively poor performance vs. Sovaldi in mono-treatment, I don't expect JNJ to advance Achillion's nucleotide. If JNJ was interested in ACH 3422, they would have purchased ACHN and the price would have been much higher.

Achillion’s nuke ACH 3422 suffers from poor bio-availability, has a tenuous IP position, and a slow pace of development