Biotech Values

[mcbio]

If that were the plan, wouldn’t it make more sense for Roche to move on ACHN first and then go after ANDS later?

Well, ACHN has recently stated that they're not interested in a near-term takeout as they want to create more value for the company. I think that means, at a minimum, they want to get the full Phase 2b data for ACH-1625 at the end of this year. But, I think it's likely that they also want to have Phase 1 PoC in-hand for ACH-2684 and both of their NS5A inhibitors before they consider the possibility of a takeout. To take it a step further, ACHN might even want to wait until they have Phase 1 PoC for one of their in-house PI/NS5A combos.