Biotech Values

[oc631]

What do you make of the BMY deal with VRUS regarding PSI-7977?

After the viral breakthrough experienced when partnering their NS5A inhibitor with a PI what other option did they have? VRUS has the upper hand and it's an extremely positive development because the majors will now bid up VRUS' IP.

Do you think there are provisions in the arrangement that lock Roche out of becoming a potential partner on the drug?

No, I think VRUS has enough leverage to deal with all interested parties separately. The terms of the collaboration agreement isn't public record so I could be wrong.

Is Roche effectively down to PSI-938 if they want a leading 2nd gen HCV nuke?

No but 938 wouldn't be a bad choice.