Biotech Values

[mcbio]

As for Incivek, ALS-2200 isn't a replacement drug. It may be complementary if combination studies planned are successful. The problem, however, is that Incivek is not an attractive drug moving forward due to side effects and dosing (two or three times a day). I'd rather see Vertex test ALS-2200 in combination with a more convenient and less toxic protease inhibitor like Johnson & Johnson's(JNJ_) TMC435 (co-owned with Medivir.) Vertex also needs to find an NS5a inhibitor that it can combine with ALS-2200. Perhaps Idenix's IDX719 might be a good choice?

Very nice to see Adam acknowledge Medivir and TMC435. (I obviously agree with him.) But, I don't necessarily think VRTX will need both a 2nd gen PI and NS5A inhibitor. Could well be one or the other. And I still think ACHN could well be an option for VRTX as well, if not Medivir. Medivir and/or ACHN make more sense to me than IDIX because both are further along than IDIX on both PIs and NS5As.