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Re: DewDiligence post# 85283

Wednesday, 10/21/2009 8:33:52 AM

Wednesday, October 21, 2009 8:33:52 AM

Post# of 257257
the deal was made just this year - extensive preclinical data had already been released showing synergy between direct acting agents, and inform was enrolling. yes bmy would do the same deal today. if i'm wrong they will opt out of the program - they are responsible for 80% of the phase 3 program costs so if you are right they will drop lambda. time will tell

albuferon's data turned out dissappointing - that's why that deal stunk (in retrospect) - not the proposition of interferons being supplanted by oral agents (as you insinuate)

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