Biotech Values

[caravon]

Jay Luly said today that a competitive HCV regimen must include an NS5A inhibitor.

At the AM, Jay also mentioned that to to succeed in HCV one must have the best combo. Having good components is not good enough. This was the reason why GILD bought Pharmasset instead of going ahead with its own candidates.

Now, if somebody missed from the Jay presentation, he apparently feels quite good about EDP- 239 (NS5A).

Look at the Abbv's Next-Gen. It is ABT-493 (Enta's PI) + ABT-530 (Abbv's NS5A)

What if EDP-239 is superior to ABT-530? Then Enta has the COMBO (ABT-493 + EDP-239) superior to Abbv's Next-Gen. Enta becomes a very attractive acquisition candidates and Abbv knows it!

Finally, from Barclays slide 8, NS5A is a must to cover ALL HCV bases as well as PI and NS5B (nuc).