Biotech Values

[dewophile]

idix and smith barney

thanks for your reply dew
Just want to add/remind everyone that the latest data show disparity in undetectable viral load of 15% between nm-283+peg vs peg-ribavirin (favoring nm-283). We have yet to know how this spread will translate to differences in svr, but i figure should be mroe or less the same. If the analyst in question feels 15% improvement in svr (and avoiding rib toxicity) does not translate into a clinically meaningful difference that is their prerogative


I do agree on a couple points:

1. valuation of 12-13 based on hep B franchise primarily
2. commercial potential of nm-283 should be questioned, although not for the reasons outlined, but rather because there is another candidate which to date has performed superior in the clinic (vx-950)...i have speculated on this in previous posts so won't repeat myself