Biotech Values

[bladerunner1717]

Wallstarb,

Why wasn't iloperidone good enough for NVS to partner? (How did you miss VNDA, by the way?)

The reason your argument is way too simplistic is that it fails to take into account a myriad of factors that might have led to NVS' decision. One factor could be the increased competition in the HCV market, coupled with the fact that NVS already owns over 40% of IDIX.

In the short term, you are, no doubt, right that this a negative for IDIX. The Market has already told us that. But whether it's a long-term negative, I think remains to be seen.

You have simply assumed that the reason NVS declined its "option" on the IDIX molecule is because the molecule is bad. Most reasonable people on this board consider your assumption to be "simple-minded," not necessarily wrong, just not very well-informed.

By the way, your argument that NVS passed on the drug, "even though" they own 50% (sic) of IDIX, is actually a good argument for why they passed on the drug, as others have mentioned. Think about your reasoning for a second.

I think my analogy holds up pretty damn well. (LOL)

"May the Force be with you"


Bladerunner