Biotech Values

[Preciouslife1]

Regarding HCV trials and Barrons.....

The game is still early and the game IS ON for the huge HCV market. The early entrants will not necessarily be the huge winners, but will get the lions share of the "early" hype and hope revenues coming from the "next" generation improvements to Interferon, Peg-inf, Ribavirin etc....
To say that protease inhibitors or the other inhibitors will be THE answer is naive and false imho. The SVR and other factors such as adverse side effects, costs, infusion ease, and efficacy will have a huge say in the long run.
VX-950 the hype child of the media and Dr Boger will have its day in the bright sunshine for sure, but when other drug platforms come along that are better, more efficacious, and have less viral rebound, then those drugs will be the sustained winners imo. VX-950 has still not produced data from their short duration, small population trial to show what the viral rebound will be once and if cessation of the drug happens. Why the silence on that? And why the huge disparity between VRTX and IDNX because the 800 mgm dosage produced some ill effects in the IDNX trials? Because the media, Josh Boger and company are much better at hyping and doing damage control then JPS @ IDNX so far. All the different inhibitors will allow viral rebound and so far as I see it only Bavituximab has the "potential" capability to render the virus as non mutatable. It has done so, so far in guinea pigs with Pinchide and Ebola viruses heavily infused into them and the non mutatable factor was spoken about very prominently by Dr S. King, CEO of PPHM during several conference calls and documemted here on IHUB.com on the PPHM top info section and on my IHUB.org threads as well.
The game is ON and may the best drug or combo of drugs WIN for the sake of all the HCV sufferers, let alone the patient and beaten up investors in this HCV space save for VRTX investors whose CEO is a great carnival barker IMHO.
Comments welcome as long as they are civil. TIA.

PS....
The Bernstein Report on BioBusiness.. It is BioCentury’s flagship weekly newsletter. It costs $2395/year. The Kellogg School of Medicine says it is “widely known as the leading provider of business intelligence about the biotechnology industry”. Biospace says it is “the leading U.S. publication focused on bioscience industry development. It is widely considered to be the most thoughtful and complete publication serving the U.S. biotechnology industry today”. BioCentury’s Editor-in-Chief, Karen Bernstein, PhD, has been writing and publishing on biotechnology topics since 1987. She previously was Senior Editor of BioWorld and Dir. of Research at the Center for Science Info. in SanFran.

A 380-word segment titled 'Inside-Out Approach' appeared in the Nov. 6, 2006 issue of BioCentury’s ‘The Bernstein Report on BioBusiness’, as part of a larger article titled, “The Front of the Pipeline”. It provided an overview of PPHM’s bavituximab, stated that it offers a different approach to the most popular approaches for attacking HCV, and included quotes from CEO Steven King about bavi’s non-susceptibility to viral resistance and why he expects that there will be an increase in interest in PPHM’s drug target down the road. The segment was authored by BioCentury Staff Writer Urooj Mujtaba.

Four companies working on new HCV treatment approaches were profiled: Roche, Pharmasset, Tripep AB, and Peregrine Pharmaceuticals:

• Roche & Pharmasset: ‘Nuc-ing HCV’
• Peregrine Pharmaceuticals: ‘Inside-Out Approach’
• Tripep AB: ‘Shock Therapy’

It’s not the content of the article (nothing new revealed), but the venue that is significant. PPHM has been mentioned before in BioCentury, but being featured in this way is a start at moving the mountain. The right people certainly pay attention to this newsletter. From CJG post...

Peace to all,