Biotech Values

[pcrutch]

I finally got around to catching up with these guys. I must say that I see a lot more value in their shares than any other HCV company. Current marketcap is only $260M, which is half that of ACHN, yet has a partner in JNJ and collabs with the 2 leading nukes. (Honestly, I think ACHN is in really terrible shape).

Yeah, cant trust Gilead. I dont get why they are doing a collab with them anyways. They have 2 PI's in Phase 2 if I am not mistaken.