Biotech Values

[DewDiligence]

HGSI – Thanks for your comments. In general, an unplanned dose reduction during phase-2b or phase-3 is a good reason to sell, IMO. (I wish I had applied this rule to IDIX in 2006.)

Even if Albuferon does make it to market, the potential it once had for greater efficacy than Pegasys has probably vanished. Although Albuferon has a head start, it may ultimately be hard to distinguish it from the other “enhanced interferon” drugs in development. Regards, Dew

p.s. You might want to run your hypothesis about the large fusion molecule getting “stuck” where it doesn’t belong by some of the science people on this board.