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Replies to post #224650 on Biotech Values

Replies to #224650 on Biotech Values
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DewDiligence

04/13/19 5:22 PM

#224651 RE: mcbio #224650

Nice call on the early "tell" (#msg-147750284).
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DewDiligence

04/15/19 10:48 AM

#224660 RE: mcbio #224650

ASMB -21%/SBPH flat (following HBV presentations at EASL).
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DewDiligence

04/15/19 6:52 PM

#224673 RE: mcbio #224650

ASMB—Guess remains to be seen if 48-week data will look any better for the lead on HBsAg declines but, given all these follow-on drugs, I'm just going to continue to remain skeptical.

It may be that core inhibitors are indeed a propitious way to address HBV (especially when combined with a nuke), but that ASMB’s CpAM compounds are suboptimal compared to those from another company :- )