Biotech Values

[frontiers]

the business proposition for a late entrant to the HCV market just got somewhat worse

Yes, you are right ... the business proposition for the sub-par V-pak product from ABBV and ENTA does look worse today!

as did the alleged ACHN buyout vig

may be from your POV.

The ACHN buyout scenario is intact from my POV ...

(1) Inspite of the price drop for Harvoni/ sovaldi, the Hep C market is still huge.

(2) ACHN has an 6-8 week treatment trial in the works for 3422 + 3102. Not even GILD can claim a 6-8 week cure. And most certainly not ABBV or ENTA!!!