Biotech Values

[oc631]

I’ve ascribed zero value for ENTA’s partnership with NVS (#msg-89280314), so anything that comes of it is pure upside, as far I’m concerned.

What's interesting about NVS is they are also granted non-exclusive licensing rights to IDIX's pipeline. NVS has the resources to piece together a very interesting, competitive oral combo. I think they are going to be the true dark horse player within the space.