Biotech Values

[DewDiligence]

…one of VRTX's nukes is a purine and purines have a lot of safety questions now, thus necessitating the likelihood that VRTX likely won't be able to rely on just an in-house nuke combo.

That’s painting with too broad a brush, IMO. Clearly, not all purine nukes are toxic or companies wouldn’t waste time developing them or waste money licensing them. VRTX could yet have a viable dual-nuke combination for HCV with the two drugs licensed from Alios; although there aren’t yet any clinical data on this combination, it’s reasonable to assume that the combination performed well enough in preclinical models that it will eventually be tested in humans.

p.s. Viread, one of the constituents of the dual-nuke product, Truvada, is a purine nuke. So is ribavirin.