Biotech Values

[mcbio]

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.

I just wonder if maybe Roche has an eye on ACHN as well, if they're on the HCV prowl. They could pair ANA598 with a potentially better PI (ACH-1625 or ACH-2684) and/or one of ACHN's NS5A inhibitors down the road with an acquisition of ACHN.