Biotech Values

[y3maxx]

""HCV: Most Likely to Succeed (IMHO)""

posted by bl1376...

""At the very least, if ZGEN shows in Phase 1B that interferon lambda has comparable efficacy to interferon alpha, it will have no competition has far as that type of molecule is concerned.

That's not something you can say with regard to any of those other candidates. All you have got are a lot of protease inhibitors (telaprevir, medivir, bocreprevir, etc.) competing against each other, or long-acting interferons (albueron, locteron) competing against each other. There is really nothing unique about any of these biotech companies.

There is also exclusivity with regards to IL-21, IL-17RC and the other molecules.

I can't help but notice that one of Citi's favored biotech stocks (HGSI) blows up with albuferon's safety concerns, and all you get are upgrades and words of assurance from conflicted analysts -while at the same time ZGEN gets trashed by Citi and others for entirely bogus safety concerns concerning thrombin.

HGSI has an enterprise value that is about 3 times that of ZGEN. The outlook for albuferon doesn't look that great - certainly not as good as interferon lambda. Lymphostat is almost certainly less effective on B cells than atacicept. They have no drug approved like recothrom. Yet the analysts can hardly bring themselves to say a bad word about it.""