Biotech Values

[rkrw]

I think the data is something south of mediocre.

I doubt they'll plan on sticking around through commercialization. Say 30,000 patients (U.S.) on drug at $50,000 not even including Europe. No competition. I'd imagine they'll be multiple bidders.

I think you're too optimistic on HCV, it's an after thought or irrelevant. IMO.