Biotech Values

[turtlepower]

ANDS - It seems that ANDS is combining the number of patients on placebo and I'm a bit confused as to whether they are supposed to do that. For the 200 mg dose they had 29 patients in the treatment arm and 15 in the control arm and response rates were 73 and 72 respectively at week 12 when they announced results a few weeks ago. The other 15 patients on placebo were supposed to be the control arm for the higher dose but it looks like ANDS combined them to lower the response rate for placebo for the 200 mg dose. Anyhow it doesn't matter. As you pointed out there are better HCV bets and even though ACH625 is in P1 stage and ANA598 is in PII stage, ACH625 looks in much better shape than ANA598 was at a similar P1 stage in terms of safety and anti-viral activity.