Biotech Values

[DewDiligence]

I find greater value in the nuke class…

You’ve expressed this repeatedly, so anyone who follows the HCV threads on this board presumably knows your viewpoint by now.

I like the nuke class too, but I think you’re letting your stake in the nuke-oriented VRUS lead you to blame every HCV shortcoming on one of the other drug classes even when the evidence for such blame is not well-founded. The discussion of IDIX’s DDI study is a case in point; on today’s CC, you seemed to hear what you wanted to hear (that IDX320 had a safety problem as monotherapy) rather than what was actually said (that no safety problem with IDX320 monotherapy had occurred).

I’ll think you’ll find that you can get more out of this message board if you try to be a little more objective in your analysis.