Biotech Values

[flatlander_60048]

Debio 025 HCV
Cyclophilin Inhib a new class of HCV treatment

Anyone familiar with this class of drugs potential for treatment of HCV? Last week NVS licensed Debio 025 which is in Phase IIB. I don't recall much of a discussion on this board of this class of drugs.

NVS has had several missteps in its entry into Hepatitis market. I can't help but wonder whether this licensing agreement played any role in the decision not to license IDX-184. NVS certainly is in a position to evaluate the potential of both. How likely is it that NVS opted not to license IDX 184 because they saw less potential competition getting a new class of drug into a cocktail or as a stand alone treatment than the nucleotide polymerase inhibitor IDX 184?

Any Thoughts on the link.

http://www.novartis.com/newsroom/media-releases/en/2010/1381968.shtml