Any entrants are going to have a tough time competing with this BMY entrant - not often you see such striking single-dose numbers:
Given that NS5A inhibition is apparently a novel mechanism, I would imagine that it's safety, and not necessarily the potency, that is going to determine whether or not this class of HCV compounds succeeds down the road. As ACHN found out with its NS4A antagonist HCV program, these new classes can often run into safety issues given the novelty. (Hopefully ACHN's ACH-1095 can overcome the safety issues seen in its previous NS4A antagonist.)