Biotech Values

[mcbio]

Re: ANDS vs. ACHN

I agree on all counts.

Now, if only Mr. Market would come to his senses. I've decided that it makes no sense to sell my ACHN holdings at this point at the $30 million market cap level so I'm going to hold on until we get clinical results from ACH-1625. Like you, I'm ascribing no value to ACH-1095 or any follow-on NS4A antagonists. On that note, the CEO is speaking at two conferences next week (http://finance.yahoo.com/news/Achillion-to-Present-At-pz-15409336.html?.v=2 ) so it will be interesting to see if we get any spin on that program. I'm more interested in hearing when ACH-1625 will enter the clinic.