Replies to post #90333 on Biotech Values

[DewDiligence]

Debiopharm’s PR on the NVS deal for Debio 025 is essentially identical to NVS’ PR in #msg-46432280 (no financial details):

http://finance.yahoo.com/news/Debiopharm-Group-Grants-an-prnews-1081222395.html?x=0&.v=101

p.s. Lausanne, Switzerland, where Debiopharm is based, is one of the most scenic places I’ve ever been.

[mcbio]

Re: Debiopharm/IDIX

Although NVS’ financial commitment in this deal may be small, the deal does show that NVS remains interested in HCV in spite of the likelihood that Albuferon will be a commercial flop. This makes it somewhat puzzling that NVS opted not to license IDIX’s IDX184 last year.

Perhaps there was an offer from NVS that IDIX deemed too low? I assume that IDIX has a right to reject any offer from NVS that it deems unsatisfactory.

[genisi]

NVS Licenses Debio 025 Cyclophilin Inhibitor for HCV

I guess this answers your question from #msg-36508470 :)