Biotech Values

[mcbio]

Quote:
--------------------------------------------------------------------------------
GILD—I personally believe there's more to [today’s] story and the FDA is being accommodating by allowing them to continue oral development.
--------------------------------------------------------------------------------

I agree.

Count me in agreement as well. You have to wonder what, if any, implications this may have for GILD in doing some type of deal now in the HCV space. E.g., will they have an interest in trying to take out VRUS now? (I imagine the asking price would be an impediment.) Will they do some type of deal for another nuke and might they also be in need of a PI given that it's not clear that their PIs can be ruled out as being at fault for the SAEs? I don't see Medivir being an option since much of the economics from their PI and nuke belong to JNJ/Tibotec.