Biotech Values

[rkrw]

Mechanism validated but other pi's have failed in the clinic, usually tox related.

Will follow on pi's (after vrtx/sgp) get to market vs placebo or do you think they need to go up against telapravir? I definitely don't think telapravir is the do all end all for pi's but first to market should be worth a lot if they can get there. And I'm not sure what the path will be for all these next gen pi's and it seems as if there's a bunch.

Biolex just raised a bunch of committed money, so they ought to at least be able to get to market. There's also the Pharmasset compound with Roche that seems to be making good progress. Tibotec (jnj) is someone to keep an eye on as well.

I stil think we have a ways to go before we see all oral cocktails.