Biotech Values

[mcbio]

Medivir @ Jefferies (6/8/11)

http://www.medivir.se/v4/images/pdf/2011/Jefferies_Healthcare_Conference_June_2011.pdf

Some key points:

1. Slide 8 - 115,000 chronic HCV patients in the Nordics; 3,000 receive treatment per year.
2. Slide 16 - Analysts estimate peak sales of TMC435 as $2-$4B dollars
3. Slide 18 - They also have an NS5A program at LO stage (assume that's lead optimization) along with other nukes
4. Slide 20 - TMC435 patent life extends to 2026 and 2028