Biotech Values

[mcbio]

Re: VRUS - 3rd HCV Drug in an All-Oral Cocktail

My own opinion is that VRUS is on the right track, and an all-oral HCV cocktail of one PI plus two complementary nukes (ideally a purine plus a pyrimidine) could be just the ticket. Note that VRUS is seeking to develop a purine nuke to be combined with PSI-7851, which is a pyrimidine.

Dew, are you telling me that VRUS is that mystery third biotech stock you would own if you were to add another? Seriously though, this is why I like VRUS. First, they have the furthest along nuke in the clinic for HCV, and you've pointed out how successful that drug class has been in HIV. And VRUS is also clearly focused on 2nd gen, and even 3rd gen, nukes to follow. I think they're in a good position being potentially first to market in the nuke class while also being able to vie for best-in-class later on down the road.