Biotech Values

[mcbio]

GS-5885, as far as i can tell, is not active in genotypes 2 and 3

It's not active in GT2? I wonder if that might be good news for Medivir since I believe simeprevir is active in GT2, just not GT3. I wonder if GILD may be open to combos with external HCV drugs to treat GT2/GT3.

For ACHN and IDIX, I think their best chance to compete in the next gen HCV treatment paradigm is to have clear activity beyond GT1, particularly GT3. That seems to be a clear opportunity. I think it's too crowded and they're too far behind to compete meaningfully in GT1.