Biotech Values

[mcbio]

Surely the same can be said of HCV drugs - in that space there will be only a handful of ultimate winners, while in oncology there will likely be several dozen.

I think there will likely be several ultimate winners in each of the key HCV classes (PI, nuke, NS5A) plus something like Lambda if interferon ends up remaining in the equation. I think we can then look within each of those HCV classes to see who is best positioned, notwithstanding the fact that it's still early days and things will certainly change.