Replies to post #29720 on Biotech Values

[gofishmarko]

Re: >> Realistically, what is the likelihood that the SoC in five years will be a cocktail that includes both ANA975 and Albuferon? <<

Maybe quite low but I don't think the odds have been altered any with this deal , and thus ANDS prospects going forward are about the same as they were yesterday , IMO.

Albuferon is , for all intents and purposes , pegifn in disquise. My answer to the recent quiz about the HCV SOC in five years was that it would be pegifn plus orals. Changing that to Albuferon plus orals wouldn't impact ANDS in any meaningful way. Another way to say this is that I've always believed that ifn will be more difficult , and take longer , to displace than lots of others think , so maybe the new ANDS valuation is more appropriate after all.

I have no position in ANDS , just interested in the discussion.

[rkrw]

Interferon already is standard of care so albuferon by default is an soc component. Albuferon will grab some market share based on convenience.

An interferon worth watching is maxy's. Rather than just improving the dosing like albuferon, they're going for better efficacy too.