Biotech Values

[DewDiligence]

ASMB—Guess remains to be seen if 48-week data will look any better for the lead on HBsAg declines but, given all these follow-on drugs, I'm just going to continue to remain skeptical.

It may be that core inhibitors are indeed a propitious way to address HBV (especially when combined with a nuke), but that ASMB’s CpAM compounds are suboptimal compared to those from another company :- )