Biotech Values

[DewDiligence]

Re: Roche acquires ANDS

What else does Roche have in the HCV space to pair with a non-nuke?

Roche has RG7128 (a first-generation nuke) and Danoprevir (a mediocre PI) to go with ANDS’ ANA598. You can’t make an eagle out of two turkeys, but maybe Roche can make something of value from three of them :- ) The deal doesn’t seem to make much sense, but Roche presumably knows something we don’t.