Replies to post #183623 on Biotech Values

[ronpopeil]

I didn't think these trial results that most were waiting for although it may bode well for those results

[DewDiligence]

No effect on ENTA. ACHN’s SVR12 data reported today for the combination of ACH-3102 (NS5A) + Sovaldi are essentially old news insofar as ACHN reported SVR4 data from the same trial in August (#msg-105350900) and SVR8 data from the same trial in October (https://twitter.com/DrPaulyDeSantis/status/519935808350871553/photo/1 ).

As previously noted, the regimen of ACH-3102 + Sovaldi is commercially untenable from a pricing standpoint.