Biotech Values

[mcbio]

It is encouraging that they signed the recent research collaboration with BMY's nuke and NS5, since it means another large pharma sees a future in their drug.

Right. And GILD is also testing TMC435 w/GS7977 though I certainly don't think there's likely to be a path forward w/7977 since I think the expecations are that GILD is pursuing an in-house combo. Also keep in mind that Medivir has an early stage nuke set to enter the clinic this year that's partnered with JNJ, not to mention an unpartnered one just behind that, so there is a path forward potentially for an in-house JNJ/Medivir combo if things don't work out with BMY. (Granted, the nuke being earlier stage relative to more advanced nukes is a disadvantage.)