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DewDiligence

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DewDiligence

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Re: gym gravity post# 89695

Wednesday, 01/27/2010 7:22:56 AM

Wednesday, January 27, 2010 7:22:56 AM

Post# of 257253
Re: Is HCV market overcrowded?

Isn't your “most likely to succeed” post screaming "HCV bubble"?

I don’t think so. HCV is a very large unmet need, and there are several addressable submarkets delineated by genotype and treatment experience. The large majority of the drugs cited in the “Most Likely to Succeed” post will fail before reaching the market.

In 5 years or so there could be three or four regimens to choose from…

That’s essentially the situation we have today in HIV. Any company that owns one of the constituent drugs in one of the future HCV cocktails ought to be making very good money a few years from now.


“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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