Replies to post #75453 on Biotech Values

[mcbio]

Re: VRUS

VRUS addendum: If you're considering taking a position, don't forget to ascribe some value to Clevudine. Please don't ask how much!

I don't know much about the HBV space, but had just assumed that GILD was in total control at this point.

I'm definitely interested given the low market cap and potential first-in-class HCV nuke. I listened to the Cowen presentation from 3/18/09 ( http://files.shareholder.com/downloads/VRUS/601147911x0x281366/cc04aa41-c166-4093-a374-59fb9b7e5dfd/VRUS%20Corp%20Pres%20Cowen%20ver2.pdf ) and VRUS noted that they have a 3rd generation purine nuke (slide 28) about a year behind PSI-7851, the 2nd generation nuke. So, that's a total of 3 nukes that should be in clinical trials within a year.