Biotech Values

[mcbio]

What does this say, if anything, about an all oral HCV treatment? Are others trying to catch up.

It tells me, at a minimum, that Roche has continued interest in the HCV space, and presumably the all-oral HCV space. I thought perhaps they no longer had much interest in the space given some of the competitive questions facing their existing HCV pieces (RG7128, the first gen nuke that doesn't look so special given VRUS' 2nd gen nukes) and Danoprevir (as Dew said, and I agree, a mediocre PI). If it's not with ACHN at some point, I'll be surprised if Roche doesn't do another acquisition, or at least a partnering deal, with another company in the HCV space. Given the uber competitive nature of the HCV space, it doesn't strike me as making a ton of business sense resting on the laurels of RG7128, Danoprevir, and a non-nuke.