>This delay by VRTX may be why IDIX has made the coinfected cohort a priority for NM283. A good move, IMO, since coinfected patients are such a large chunk of the market.<
That’s part of the reason, IMO; another part of the reason is that IDIX is hedging in case the treatment-refractory setting does not pan out.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”