Replies to post #50913 on Biotech Values

[nuere]

Medivir/Tibotec HCV collaboration

http://www.medivir.se/v3/en/ir_media/press_releases.aspx?id=121

Although early, MVIRs protease inhibitor looks promising. FWIW, the CEO publicly stated in April that their drug looks better than Telaprevir..

[DewDiligence]

HCV: Most Likely to Succeed (IMHO)

HCV programs in descending order of likelihood of success:

1. Telaprevir (VRTX/JNJ in phase-2).

2. The various enhanced interferons: Albuferon (NVS/HGSI in phase-3), Locteron (OctoPlus/Biolex in preclinical), and Maxy-Alpha (Roche/MAXY in preclinical).

3. The protease inhibitors from Roche/ITMN and SGP.

4. Various early-stage compounds from GILD (alone), GILD/ACHN, Roche/VRUS, Medivir/Tibotec, and IDIX.

JMHO, FWIW