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Replies to #92070 on Biotech Values
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DewDiligence

03/09/10 8:54 PM

#92071 RE: ghmm #92070

Advisory-panel “consumer” reps (not to be confused with patient reps) are sometimes Ralph Nader types who think drugs are the embodiment of capitalist greed and would opt to remove all of them from the marketplace.
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rkrw

03/09/10 9:09 PM

#92074 RE: ghmm #92070

I think the data is something south of mediocre.

I doubt they'll plan on sticking around through commercialization. Say 30,000 patients (U.S.) on drug at $50,000 not even including Europe. No competition. I'd imagine they'll be multiple bidders.

I think you're too optimistic on HCV, it's an after thought or irrelevant. IMO.