Biotech Values

[DewDiligence]

GILD/ABBV/ENTA—Telaprevir peaked and rapidly declined because the side effects were nasty and brutal; the dosing regimen was rigorous; and something far better could be seen on the horizon. With the newest treatments: side effect are minimal, dosing is simple and there is not much better coming. There is no reason to expect the trajectory of the newer treatments to be similar to that of telaprevir.

I fully agree. However, one poster who isn’t convinced is ‘ciotera’—see, for instance, #msg-98473458 and #msg-99082821. This is what makes a market and is one reason I think ENTA still has a lot of room on the upside. Regards, Dew