Biotech Values

[mcbio]

I wonder how the stock reacts if VRTX/MRK have successful launches vs. poor launches

If they are too good perhaps people start worrying less patients will be available by the time they get to market.

If they have poor launches maybe people think HCV patients aren't as eager to get treatment as people think.

This is precisely my line of thinking in there not being a need for me to rush back into ACHN. I think I can wait for 12-week results on ACH-1625 at the end of the year without me worrying about a large jump in share price even if results are positive. That way, I can avoid a major binary event (risk of safety signal) and I think 1625 will be ready for a partner (or a possible buyout for ACHN) if data is positive at that time. (I'm confident there will be plenty of room and opportunity for a QD 2nd gen HCV PI down the road.)