Biotech Values

[mcbio]

I haven’t heard that before. Were they referring to their own drugs, specifically, or to the PI and NS5A classes in general?

They were referring to the classes in general and, again, just to genotype 1b while seeming to acknowledge that they probably wouldn't be enough alone for 1a. There was no comment about the ability of the two classes alone against the other genotypes. I imagine ACHN was probably trying to trumpet the potential that their own in-house combos will be sufficient for certain HCV segments (obviously ACHN doesn't have a nuke). Do you buy that statement? It was made by the CSO. Was the prior data involving the BMY NS5A inhibitor and their own PI, where viral breakthrough occurred, solely in genotype 1a? Presumably 1b is a big enough market for there to be a nice opportunity if a PI + NS5A inhibitor turns out to be sufficient.