Replies to post #185341 on Biotech Values

[kris_kade]

Dew, To chime in, agree. It is likely that ABBV/ENTA has set 'low' high bar with Harvoni being 'high' high bar. If one considers the so-called pill convenience being offset by discount, these two would be top 2 players for years to come.

[frontiers]

BMY’s silence regarding plans for its 3-DAA regimen suggests that BMY may not concur with Kolchinski’s “good enough” thesis for late-to-market HCV regimens.

As PK mentioned, BMY and ABBV may both be mulling plans to acquire ACHN. This could allow one to leapfrog the other to leader ascendancy on par with GILD. This may explain BMY silence.

[iwfal]

BMY’s silence regarding plans for its 3-DAA regimen (#msg-108536151) suggests that BMY may not concur with Kolchinski’s “good enough” thesis for late-to-market HCV regimens.

To repeat my tweet response but with more detail... I'd agree BMY might not agree. But Big Pharma often makes misjudgements. E,g, the very common corporate statement "we want to be number 1 or number 2 or divest". So the logic may be sound, but existing big Pharma may not want to engage in this way (this is an example of my initial rebuttal on this thread). They probably need either a TEVA or some smaller company, thinking differently, needs to be willing to take a run at it. And even then, as you point out, it will take some work to figure out what the optimal protocol is.