Biotech Values

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More trials have to be done to determine if the Koronis drug can essentially take down the HIV virus, but at least one analyst believes it could be a game changer. Katherine Xu, a biotech analyst for William Blair, said in a report earlier this year that the Koronis drug has “huge potential for disruption.” One scenario she paints: that the Koronis drug be given in combination with an existing drug like Atripla and “after a year or so, the viruses could be mutated out of existence and the patients could achieve a cure,” Xu wrote in a report for Wedbush Securities, where she worked until recently. “If it were to be successful, it would be great news for the field,” Xu told me last week in a phone interview.

This appears to be one way to create a viral strain resistant to Atripla. I wonder how quickly this trial will enroll?