Biotech Values

[DewDiligence]

ENTA/Medivir—[Ritonavir boosting] is why I'm content on continuing to hold Medivir, as opposed to swapping out my position for ENTA, which is about the same market cap.

ABT-450 has six all-oral trials in phase-3, while Simeprevir has zero all-oral trials in phase-3; that’s a pretty big distinction. Moreover, as noted in #msg-89505745, ABT-450 uses ritonavir at only half the normal PK-boosting dose.