Biotech Values

[dewophile]

interferon and HCV

i don't see why this changes the prospects one iota. roche has already shown that a nuke plus protease is additive to synergistic so makes sense for gild to jump to combo therapy. no one has shown that interferon can be removed from the equation. please notify me when an true all-oral inferferon begins testing - because even roche isn't there yet with their inform trials. all the headlines are misleading imo since every arm has soc following the combo run-in

besides - even if/when inf can be removed from most regimens, as a value proposition would you rather be the 4th protease/nuke/etc. - and maybe or maybe not the market leader due to a host of factors from coformulation issues to tox profile - or would you rather be the leading interferon for a even a small slice comprising the difficult to treat HCV population that still requires a 3rd/4th agent like an interferon (because there will alwasy be some failures. i think bmy agrees with me - remember they are a leading antiviral player as well and bet pretty big on lambda