rkrw re HGSI – I’m not sure why you evaluate the Albuferon deal using a different yardstick than you use for the IDIX and ANDS deals by calling it a drug-delivery deal rather than simply a drug deal.
Albuferon is a new molecular entity. I think it’s fair to evaluate it straight up against the IDIX NM283 deal, which was closed at a similar stage of development.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”