Biotech Values

[mcbio]

The results today were much better than I expected. This throws a monkey-wrench into the theory that a nucleotide-backbone is required for oral therapy. Let's see if the SVR rate from the CO-PILOT study holds throughout the 12-week follow-up period.

This was also a four drug combo I believe. Isn't the goal likely to get to three DAAs, at most, in future HCV therapy? How competitive will a four drug HCV combo be in the face of fairly effective three, or perhaps two, drug HCV combos assuming efficacy/safety is reasonably comparable?

Separately, does anyone take the success of 450, the PI, as part of this combo as bearish for the other 2nd gen HCV PI candidates such as those from Medivir and ACHN? I don't necessarily, but just curious to hear others' thoughts.