Biotech Values

[DewDiligence]

(ZGEN/GILD/BMY/etc)—Following up on my comments in #msg-59335659, below are remarks by Norbert Bischofberger, CSO, from GILD’s 4Q10 CC:

http://seekingalpha.com/article/248647-gilead-sciences-ceo-discusses-q4-2010-earnings-call-transcript?part=qanda

…you asked if two antivirals is enough. You may have seen the presentation that Stefan Zeuzem gave at the AASLD meeting last fall. And we actually clearly showed…that two antivirals is probably not enough. Even two antivirals with ribavirin, while that's a little bit better, it will still not suffice. So we think actually three antivirals with ribavirin has a very good chance of…being enough to cure HCV infection. And as I said, we'll hope to be in a position to test that clinically in the later half of this year.

I think it’s fair to say that the xconomy.com piece you posted about IFN Lambda was pretty far off-base in asserting that all-oral cocktails have no chance of curing HCV.