Replies to post #183697 on Biotech Values

[frontiers]

If ACH-3422 is an “enhanced Sovaldi” (as you claim), how can ACH-3422 be a good fit with a portfolio that already includes Harvoni as well as Sovaldi?

Yes, I believe ACH 3422 will every bit as good as sovaldi in this trial and in future trials ... and I agree with you ... I have never seriously thought GILD to be an ACHN acquirer ... for one thing, they could run afoul of anti-trust laws ... I see a better fit of ACHN with BMY and Roche in particular ...