Biotech Values

[ciotera]

HCV is unlike HIV..

not only because demographics are different but more importantly because economics are different - in the western world, hcv will soon be eradicated. It is a finite, arguably overinflated, opportunity chased by way too many companies. I'm not saying the excitement is not warranted, but I don't know how many of these companies realize that they really are placing a bet on the developing world being able to afford these drugs within the next 5-10 years, especially China.