Biotech Values

[gofishmarko]

>> What’s true for a retrovirus may not be true for a flavivirus <<

Let's hope so. Let's also hope that what's true for a replicon isn't true for a human , in this particular case anyway.

I think the failure of the ribavirin/NM-283 combo is already baked into the price of IDIX , so unexpectedly good results in the current drug/drug-interaction study could give a major boost to SP , IMO. The big price decline beginning in March corresponds very well to when this replicon data would have been floating around , and I think NM-283 is now considered guilty until proven innocent. They also need the efficacy boost of a synergy with riba to get numbers that would excite people like the VX-950 data does.

Unfortunately , the replicon system seems to have a pretty good record in these types of studies , in spite of some serious limitations. I'd feel a lot better about the situation if the replicon had shown that NM-283 interferes with riba's (modest) direct antiviral activity , instead of the other way around.