Replies to post #179003 on Biotech Values

[dewophile]

IDIX and HCV

I don't think the nuke IP was the impetus for the buyout. MRK right now is running a trial of sofo combined with their next gen PI and NS5A. So apparently they feel their in house combo needs an assist from a 3rd drug, ideally a nuke, to be more competitive - and my guess is the deep dive was in IDIX's nuke candidates that they feel they can perhaps move along quickly into combination trials in the clinic. they are looking at regimens as short as 4 weeks with the triple combo if memory serves. the trial can be found at the clicaltrials.gov site

[zipjet]

MRK evidently thinks so too.

IF that is true MRK needs new management.

Buying because you think you know the results of a lawsuit is NUTS.

:-)

ij