Replies to post #196252 on Biotech Values

[jbog]

The buy seems to be Gilead. VPAK or Abbvie will not be a competitor in the near future.

[dewophile]

not nuts IMO - take viekira out of the equation. ACHN is valued at almost 4x ENTA right now for essentially an NS5A in ph 2 while ENTA has an NS5A about to enter ph 3 w already very strong data in ph 2
granted ACHN's royalty is about double but still - the relative valuations alone are out of whack IMO

I agree w JBOG GILD is sitting pretty - this could raise the bar at the regulatory level for all products currently in development (i.e. requiring larger safety database prior to approval)

[pollyvonwog]

incredible timing. well done.