Biotech Values

[dewophile]

MRK didn't include any SVR data in the abstract. i assume it is good and will be presented at AASLD
GILD and BMY included some SVR in the body of the abstract - that is the only reason why i qualified MRK
regardless GILD is a year ahead, but longer term there may be some serious competition. ENTA will also benefit initially as an early mover IMO - they and GILD will have a full year on the competition, and there is alot of money to be made in that year with all the warehoused pts. waiting on a riba-free or shorter regeimen or once daily option is just not that big a deal (compared to eliminating interferon)