Biotech Values

[genisi]

VRUS/clevudine

I think clevudine for HBV is less of a value driver unless it will show very strong sustained suppression of viral load in its ongoing phase III trials. One interesting trial that will highlight the potential for combo use with Viread is this:

http://clinicaltrials.gov/ct2/show/NCT00823342

Clevudine's different MoA makes it a good candidate for combo therapy, should it be adopted in HBV.