Biotech Values

[mcbio]

So TMC435 will be tested with the two leading HCV nukes—GILD’s GS7977 and BMY’s BMS-986094 (f/k/a INX-189)—and also with BMY’s NS5A inhibitor, daclatasvir. For Medivir, the news could hardly be better.

Yep. And it's nice to see BMY apparently committed to a Phase 3 combo trial involving TMC435 and daclatasvir, provided the Phase 2 combo results pan out. Presumably they will do a Phase 3 trial involving TMC435 and their nuke as well, provided the Phase 2 results are robust. You have to wonder if a combo trial involving TMC435+986094(f/k/a INX-189)+daclatasvir will be forthcoming down the road as well.

I like the competitive position Medivir is in here; they just of course need to hope that TMC435 delivers on the data.