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Replies to #34635 on Biotech Values
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gofishmarko

09/27/06 3:44 PM

#34638 RE: DewDiligence #34635

>> Why aren’t more HCV companies talking about this? How much does it cost? Perhaps it’s so good that NVS wants to keep it in house!

p.s. Thanks for the NM283+riba abstract. Next time I talk to IDIX, I will ask them about it. <<


If the mouse model really provides a competitive advantage in HCV R&D , I would think that Chiron would have tried to keep it under wraps.

I'd be interested in IDIX's response to your question about the riba interaction. I wonder if they've known about this for some time , and thus were not terribly excited about pursuing combo studies including riba. It looks like this data could have contributed to the IDIX swoon which started in March , depending on how widely it may have leaked prior to publication. I see it as a bad sign for the riba combo studies , but not conclusive by any means.