Biotech Values

[ghmm]

Thanks for the info/reply.

I wasn't aware Novartis had a set back with their Potentiator. Not sure what you mean by "Bps"? I think it will be difficult for them to take just a potentiator to market by the time they get there VRTX / GLPG and perhaps others (think PFE in addition to Novartis had programs) may have triple combo's.

I never got overly impressed with 786 to think it could be a big drug.

I don't know why the stock dropped of late the deuterated Jakafi isn't something I would place much value in at this point (Isn't someone working on a topical JAK for this?)