Biotech Values

[willyw]

My greater interest is in the new 2nd generation drugs.

The fact that they are presenting in November 11, the day of the late breakers points towards cutting edge data being presented. I infer it is good news since I don't feel they would showcase a great failure on the last day of the conference. : )

This may be a cutting edge presentation and it may undercut the notion that a nuke is needed in DAA treatments.

ENTA and Abbvie will be back in the news, and especially since presumably Gilead will have the new DAA treatment approved and priced.

If one looks at ENTA stock value from last fall the AASLD put some wind in the sales of both Abbvie and ENTA.