Biotech Values

[rkrw]

What size opportunity do you think will be there for an itmn if they follow telapravir by a few years? What I wonder is whether there's a huge bolus of patients, either failures or people who don't want to go on interferon for only a 50/50. Could be a massive pent up demand and a rapid opp for the first to market, then tail off for followers. Just thinking out loud.

I think there's a bit more risk to itmn-191 than ranking it 2nd. I'd be more comfortable with it once it clears p2.