Biotech Values

[ThomasS]

ITMN/ARRY: I would consider the 14-day results "encouraging," if there were, in fact, only minor AE's. I am mildly surprised that ARRY is not catching a bid on it's coattails. (Not so much due to prospective royalties, as to re-validation of ARRY's drug discovery platform.)
VRTX was first to get out there, but the trailers are accelerating. In 4 years time, I envision a (more efficacious) 3 or 4-drug cocktail with 80% SVR or better post-24 weeks soc Genotype 1 treatment, assuming no outright vaccine.
(IMO, 80% post-24 weeks is infinetly better than 90% post-48)
Now, if we could just improve upon the interferon component...