Replies to post #83481 on Biotech Values

[DewDiligence]

Re: Prospective ACHN-1625 partners

ACHN had previously reported that they were in advanced and advancing discussions with three major players in the HCV space. ACHN reported that the list is now "5/6" and consists of the major players in the HCV space who have gaps in the protease portion of their portfolio. Dew or others: any speculation as to who this could be? Presumably, MRK, JNJ, Roche, ABT, and BMY can be excluded. So, who else is left in this space? Possibly NVS, GSK, PFE… perhaps GILD…

I think you’re on the right track with those four. The other one or two names could be Japanese companies.