Biotech Values

[dewophile]

INF and HCV

ok lets talk business. assuming the 85% is achieved (a big IF). a percentage of failures will seek retreatment, and i would presume most would need an agent with novel MOA given resistance issues. it seems reasonable to think many of these failures will then go on an INF-based regimen. even if only a third of the 15% then go on to INF - that is 5% of patients seeking treatment will ultimately see INF. that could be 5% of several million...now how does that compare with the revenue potential for the 4th protease inhibitor introduced that may or may not have advantages over its predecessors?