Replies to post #28073 on Biotech Values

[ThomasS]

IDIX: "a polymerase inhibitor, a protease inhibitor, or both, will almost certainly be needed to round out a treatment cocktail"

You assume much. A "cocktail" will include whatever drugs are both effective, and best-in-class. We do not know if the polymerase class will be one of them. We also don't know if IDIX has a drug better than the current Ribavirin. There will not be a 20-drug cocktail...

IDIX has big issues with its HCV platform.
I am stating that they WILL HAVE issues later with their HBV competitive landscape, well before peak sales.
The market cap is already fully reflective of the future, without discounting.

I am not confused about the present; some might be regarding the future.
I made a mistake buying IDIX on a perceived "dip" and sold. I do not care what others choose to do.

[DewDiligence]

ANDS CC:

ANDS’ CEO said he will be pleased if ANA975 monotherapy reduces HCV viral load by a mere 1.0 logs. That’s because (as noted in #msg-10929237) an immunomodulator cannot by itself be expected to eradicate chronic HCV. Whether or not ANA975 is successful at replacing interferon, direct viral inhibitors (a protease inhibitor, a polymerase inhibitor, or both) will still be needed. (Also see #msg-10932176.)