Biotech Values

[gofishmarko]

Re:why ANDS is down sharply today.

Dew,

I'd agree that the ANDS dumping today is likely a result of the NVS/HGSI deal , but I'm not sure it's entirely justified.

I think the jury is still out on the roles that ifn and riba play in HCV as both direct antivirals and immunomodulators. My take is that riba is more important primarily as an immunomodulator while ifn may be as important for direct antiviral effects. If this were the case , it's easy to imagine ANA975 replacing riba in a triple therapy ( with , say , VX950/ifn ) and possibly shortening treatment time further.

My point is that the makeup of future combo treatments using these agents for HCV aren't knowable until SVR data starts rolling in. Other indications , like cancer , might also respond better to ANA975 PLUS ifn.