Biotech Values

[mcbio]

BCRX: It would be difficult to compete against RDEA594, the drug AZN acquired, in exactly same patient population:

investorcenter.ardeabio.com/phoenix.zhtml?c=122089&p=irol-newsArticle&ID=1513841&highlight=

By the way, RDEA594 press release is one of the best PR I have seen in the industry by giving precise disease background, trial design, results from different statistical analysis methods, and safety profiles from all arms.

It's an entirely different MoA from RDEA594 though so can presumably work in patients where RDEA594 isn't an option (e.g., patients where contraindications an issue or who no longer respond to RDEA594). I assume the main issue in the data is that there are no p-values reported in the PR?