Biotech Values

[DewDiligence]

HCV: Most Likely to Succeed (IMHO)

In descending order of likelihood of success:

1. Telaprevir (VRTX/JNJ in phase-2).

2. The enhanced interferons: Albuferon (NVS/HGSI in phase-3) and Locteron (OctoPlus/Biolex in phase-2). I’m excluding Maxy-alpha from MAXY, which is now on hold, and ifn-lambda from ZGEN, which is an altogether different animal.

3. The “other” protease inhibitors: Boceprevir (SGP in phase-2) and ITMN-191 (Roche/ITMN in phase-1).

4. Various early-stage compounds from GILD (alone), GILD/ACHN, Roche/VRUS, Medivir/Tibotec, and IDIX.

JMHO, FWIW