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DewDiligence

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DewDiligence

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Re: mcbio post# 167115

Thursday, 09/26/2013 9:13:33 PM

Thursday, September 26, 2013 9:13:33 PM

Post# of 257264
There’s nothing especially worrisome about an FDA advisory committee for Simeprevir, IMO.

In the long-term it is looking more and more competitive with I think news that MRK will be running 8-week trials of their next gen HCV combo.

I have a small long position in MRK, but it sure as heck isn’t for the HCV pipeline. MRK has a lot of work to do to before one should consider them a serious competitor.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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