Biotech Values

[DewDiligence]

> VRTX chimes in with very impressive results from a small study<

The VX-950 results are very impressive indeed, but this has been known since January (#msg-9177786). I don’t see anything in today’s PR, specifically, that changes the competitive landscape.

A cocktail involving HCV drugs with disparate MoAs is likely to emerge as the standard of care in a few years—preferably a cocktail that is all oral (no interferon). Based on the data to date, VX-950 and NM283 seem like fairly good bets to be included in such a cocktail. VX-950 has the drawback of being administered thrice daily but, if the stellar efficacy holds up and there is no major problem with resistance, it ought to be able to overcome the dosing liability.