Biotech Values

[DewDiligence]

Re: Baraclude vs Tyzeka

Agree on all counts.

>…so again this highlights the pitfalls of comparing response rates in 2 separate populations, and I would welcome a head to head study (which i humbly disagree may very well be done in the future, albeit without pharmaceutical support)…<

Without pharma support is the point I was making. Such a study is just too risky for either NVS/IDIX or BMY.

There’s no doubt that someone will want to do such a study within the next few years, but the results won’t be available in time to affect the early sales ramp of these products. Regards, Dew