Biotech Values

[oc631]

It's a big enough market that there will likely be room for multiple drugs from multiple classes.

I agree with everything you said and other classes will be needed to some extent but this will be a very different market than what we saw in HIV where patients are treated for life and drug resistance has greater time to develop. Companies able to offer fewer drugs, or monotherapy for that matter, will take the lions share of the oral market along with gaining quicker approval if the science holds merit.


I didn't like the pumping done leading up to the latest offering by ACHN. I'm still scratching my head over what happened today. I'll admit I'm wrong about the company if they partner with large pharma within the next year.