Biotech Values

[willyw]

I have to wonder where this leaves ACHN's nuke and NS5a?

It is one less nuke that can be combined into treatments so it is good news for any JNJ HCV competitors.

I fail to see where Simeprevir can do any heavy lifting against more modern PI's unless it were combined with superior partners.
ACHN's 3102 is certainly good, but it (IMHO) should require more than mere simeprevir alone can offer.

I'm not up to speed on what JNJ was doing with the ACHN nuke.

This does point to how difficult it is to develop a good nuke and it looks like a continued reign by Sovaldi.

We sure haven't heard much about the IDIX nuke for a good while