Biotech Values

[DewDiligence]

Re: Other nukes (ACHN/ENTA/Medivir)

ENTA has multiple nukes in preclinical development. They will likely select a lead candidate around the end of 2014 and start phase-1 trials in 2015.

Will “nuke suitors” move on ACHN before finding out what ENTA and Medivir have to offer? Maybe. However, ACHN has been touting ACH-3422 for some time, so it’s reasonable to infer that its preclinical data are not as good as Sovaldi’s or ACHN is asking too much for it. Hence, I expect that prospective suitors will want to wait at least until phase-1b monotherapy data are available.