Biotech Values

[DewDiligence]

Re: Albuferon vs Locteron

>Dew you said “The [Locteron] data presented here look pretty good for the 320 and 480mcg cohorts; data from the 640mcg cohort will be reported later.” Since this is Phase 2, and the companies are not traded
on US exchanges...What affect do you see on the Phase 3 of HGSI and NVS, and their stock prices? HGSI, is sitting in a two year low price range<

It sounds like you’re asking two questions: 1) What effect does Locteron have on the phase-3 Albuferon trials?; and 2) What effect does Locteron have on the share price of HGSI?

The answer to the first question is: no effect.

The answer to the second question (IMO) is: a small effect for now. I would bet that not many investors in HGSI have even heard of Locteron.

For HGSI, the more relevant issue will probably be whether Albuferon can clearly outperform Pegasys on a composite of efficacy, safety, and tolerability/convenience. If not, then it will scarcely matter how well Albuferon stacks up against Locteron. Regards, Dew