Biotech Values

[DewDiligence]

Re: Pradefovir

As an IDIX long, I’m completely unconcerned about this drug. First of all, no one seems to want it very badly—it’s changed hands a few times already.

More important, if it works it will merely take share from Hepsera. The backbone of HBV treatment in the emerging SoC will almost certainly be a nucleoside analog: Tyzeka, Baraclude, or Clevudine (eventually, maybe). Regards, Dew