Replies to post #76245 on Biotech Values

[DewDiligence]

VRUS – dewophile, genisi et al: We’ll no longer be able to evaluate VRUS’ (probably bogus) claims that Clevudine was uniquely able to generate SVR’s. I never bought the company’s grandiose assertions about Clevudine’s MoA (#msg-36818344, #msg-36818563), but it would’ve been nice to know one way or the other.

VRUS is down only 11% today; investors evidently hadn’t ascribed much value to Clevudine relative to VRUS’ programs in HCV.

[DewDiligence]

if i recall telbivudine also was associated with CK elevation and rare myopathy - if share price takes a serious hit i wonder if this could be a buying opportunity.

Are you talking about the share price of VRUS, or IDIX? The Clevudine news is inconsequential for IDIX, IMO.