Biotech Values

[genisi]

Put me down for being skeptical that such an ABT combo will compare favorably to a PI+NS5A+nuke combo.

Although I still think GILD will have the best combo, I'm not as skeptical as a few weeks ago on ABT.

I recall IDIX speaking on several occasions of non-nukes being the weakest link in their pre-clinical HCV DAA combo studies. And obviously, nukes have performed much better by themselves in the clinic than non-nukes.

Absolutely true that nukes are superior probably in every aspect but even nukes aren't perfect and ABT's all-oral HCV nukeless combo could be competitive at least in GT1 naïve patients. Again, GILD and BMY seem to have better combos but I would not write ABT off yet, something goes wrong there and ABT wins.