Biotech Values

[frontiers]

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.

No, it's not reasonable to infer that at all. If you have bothered to review the preclinical data for 3422 compared to sofosbuvir, you will see that 3422 is equal to better than sofosbuvir. Nor does it have any safety issues with either hepato- or cardiorenal toxicities. All of which augurs well for the Phase 1 POC trial.

Will “nuke suitors” move on ACHN before finding out what ENTA and Medivir have to offer? Maybe.

Its not a maybe. Yes they will move on ACHN before ENTA or Medivir POCs are done!!!

, I expect that prospective suitors will want to wait at least until phase-1b monotherapy data are available.

Yes, I agree. Nor would ACHN entertain any buyout deals before 3422 results are out this fall!