Biotech Values

[dangerM]

I must admit that I closed my position and (currently) do not have any companies that develop a treatment for HBV in my portfolio.

RNAi-based compounds are simpy "too effective" in bringing down HBV RNA/DNA, i.e. too strong competition. Still, I am not sure if they are the final solution - IMHO it'd be ideal to have an compound to bring down HBsAg - the decoy/distraction to the immune systeme - while allowing some low HBV activity in cells so these cells can be identified and removed (if everything is perfectly silenced, infected and healthy cells are impossible to distinguish).