It's MoA and pre-clinical data, and, per your own sentiments, thus somewhat suspect.
Once again, I respectfully disagree. The idea laid out in my prior post is considerably more than mere MoA handwaving; I can cite the past 20 years of clinical data in HIV as indicative of the direction in which HCV is heading.
Do you think GILD’s chief scientific officer has some credibility in this arena? His view is essentially the same as mine. I invite you to listen to some of GILD’s recent CC’s.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”