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Replies to #36326 on Biotech Values
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DewDiligence

10/26/06 2:33 PM

#36327 RE: listener #36326

>After all, the FDA could have rejected [Tyzeka]<

NVS is IDIX’s partner and they don’t screw up very often. Moreover, Telbivudine/Sebivo/Tyzeka had already been approved in Switzerland using essentially the same data package that was submitted to the FDA. So this was a pretty low-risk NDA.

The question now is whether NVS and IDIX can expand the HBV market and capture substantial share from the incumbents. I’m betting that they can.