Replies to post #36585 on Biotech Values

[walk]

Baraclude 3-yr resistance

Three-Year Data Showed Low Incidence of BARACLUDE® (Entecavir) Resistance in Nucleoside-Naïve Chronic Hepatitis B Patients.

Data Also Showed Higher Incidence of Resistance Over Three Years in Lamivudine-Refractory Patients.

BOSTON, Oct. 30 /PRNewswire-FirstCall/ -- Bristol-Myers Squibb Company (NYSE: BMY) today announced three-year results of the BARACLUDE® (entecavir) resistance monitoring program, which found the incidence of resistance to be low among patients treated with BARACLUDE in nucleoside-naïve studies (n=673). Two patients, or less than one percent, experienced viral rebound due to BARACLUDE resistance through week 144.

http://newsroom.bms.com/index.php?s=press_releases&item=201

[DewDiligence]

IDIX – JP Sommadossi in the ML webcast (in progress) just reiterated the argument in #msg-14403420 in reply to a question about Tyzeka resistance from the audience.

I find it astonishing that JD does not emphasize this point more forcefully, Evidently, many investors and even some analysts do not get it.