Biotech Values

[DewDiligence]

HCV combination treatments / cyclophilin inhibitors: Nukes have a high genetic barrier to resistance and can exhibit antiviral activity as strong as protease inhibitors, so it's a good combo. But we might see other combos like with Cyclophilin inhibitor, that may be less prone to resistance and could be a candidate used in combo with direct antivirals trying to replace IFN in the future HCV cocktail.

NVS never talks about NIM811, their cyclophilin inhibitor for HCV; either they don’t think much of it or they think so much of it they are being reticent for the sake of misdirection. In any case, I should probably add NIM811 to the “HCV: Most Likely to Succeed” post.