Biotech Values

[oc631]

From pcrutch's post #msg-74579648 seems you were right on GILD going with their in-house NS5A candidate and not willing to partner.

Tibotec and BMY's decision to initiate testing of TMC-435 with BMS-058 back in December, and BMY's over-inflated acquisition of Inhibitex in January, was driven by the perception that GILD intended to be first to market with an in-house oral combo in all genotypes. BMY's in-house Protease/NS5A (BMS-058) combo failed to provide the needed resistance in oral testing so combining another protease inhibitor (TMC-435) with BMS-058 only made sense, from a business perspective, to threaten GILD with a late-stage combo that could potentially be the first oral to market in GT1. Perhaps a way to get GILD to re-consider their in-house strategy.