ANDS: I disagree that the NVS deal is necessarily a negative for ANDS, although I can certainly see the raised eyebrow reaction from many.
a. the ANDS product is meant to eliminate the need for injectable interferons; and, has a different biological profile in the human body.
b. NVS seems to be covering all bases on HCV
c. Even if NVS were to back out, if the ANDS product pans out...there will probably be other interested parties.
In short, (and I am not the only person with this view) the NVS deal for Albuferon was not a display of NVS' lack of confidence in ANDS.
IMO, naturally.
(To be honest, ALL of Business Week's picks are suspect)
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