Biotech Values

[mcbio]

Medivir - 1Q12 CC notes

http://livecast.wehay.com/stockontv/120510/Medivir/

1. Interesting comments during Q&A around the 55-minute mark as the caller asks about the combinability of TMC435 w/other nukes and includes reference to IDX-184, along with GS-7977 and BMS-094. In regards to IDX-184, the speaker talks about how it has been on partial hold and there might be issues w/safety that might limit optimal dosage of IDX-184 but we don't know that yet. (Doesn't sound like JNJ/Medivir is a potential partner for IDX-184 though.) In regards to whether TMC435 would work better with GS-7977 or BMS-094, the speaker actually says he can't see any difference between them in terms of combining with TMC435 as both are nuke triphosphates and he can't see much difference or a favorite between the two. (I found those comments a bit surprising.)