Replies to post #190920 on Biotech Values

[biomaven0]

>>considering what to buy

Well if they wander off their existing reservation they could buy pretty much anyone except for the big pharma. So let's assume they stay in fields where they are currently a player or have an existing program.

1. HIV - hard to see anything happening here

2. HCV - ditto, unless they have some hidden need I don't know about

So that leaves:

3. HBV

4. Other anti-viral

5. NASH

6. Hem/onc

7. Cardiovascular - that seems a bit dubious

8. Other (inflammation etc.)

So the sweet spot for me would be 3-6 above.

I'd nominate Chimerix in 4.

Any other ideas from people here?

Peter