Biotech Values

[jq1234]

Again Daclatasvir had been combined with other nuc before, nothing came up yet. So judgement can be made based on circumstantial evidence at this point. As of all these different all oral combinations, I believed and continue to believe when all said and done, it isn't clear at this point which combination will be the last one standing. More experiments, and larger and longer trials are needed to determine this.

BMY had been relatively slow in initiating combination trials with INX189 since acquisition. There must be some other data that made them more cautious than usual. This is in direct contrast with GILD acquisition. They stated 938 had safety issue, moved on, and presented pretty much all data they had on 7977. This doesn't mean 7977 won't have problem in the future, but at least we can say GILD don't expect it at this point.