Biotech Values

[mcbio]

Hence, it makes perfect sense for there to be a big bolus of HCV drug candidates in the clinic right now, before the one-time window of opportunity closes.

Good point about the limited window of opportunity. I imagine the smaller HCV-focused companies, such as ACHN, are going to have to broaden their horizons beyond HCV well before the window of opportunity closes if they hope to sustain themselves longer-term. For ACHN, I would assume they will start to reinvest in their anti-bacterial program down the road if they have success on the HCV front.