Biotech Values

[oc631]

VRTX has been upfront about going that path

Are you saying VRTX intends to test a dual nuke oral combo? If so when is this testing set to begin? If there was a toxicity issue in the oral combo both drugs would be placed on clinical hold (aka IDX320/IDX184).

My position on IDIX and INHX is both companies are significantly overvalued after the failure of PSI-938. Let's see if INHX moves forward with the 300mg dose of INX-189. The chances of a generous licensing deal next year have been diminished regardless of whether you feel these nukes should be judged solely their own merits.