Biotech Values

[frontiers]

You can take JNJ and NVS off your list.

I differ with you on both ...

JNJ now has a nuke by way of Alios

You mean two nukes in pre-clinical phase, well behind ACH 3422, and that may never make it to the clinic????

NVS has exited the HCV arena altogether

Read the PR again ... it says they are out of HCV R&D ... that does not mean they've quit the business ...

you didn’t comment on the large selling of ACHN by former 10% shareholder, RA Capital (

Yes, because it has no bearing on the 3422 trial underway ... RA does not have any access to the data from the trial being run in NZ by Ed Gane ... RA is a hedge fund that acts in the best interest of its shareholders ... I have no knowledge of how they arrived at their decisions ... do you????

Final thought ...

I expect 3422 will pan out and show a safety profile and log 10 viral load reduction over 7 days similar to sovaldi ...