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Replies to #94127 on Biotech Values
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ghmm

04/14/10 7:29 AM

#94128 RE: turtlepower #94127

ITMN:

At first look I think the results look very good and the safety is much, much better then I (and I suspect others) feared! When one considers the ritonavir boosting going forward and 10-25% the dose I suspect the drug is FAR from "dead" (especially since we now have a name "Danoprevir is that named after Dan Welch :-) ) and we will see future studies (with PEG-Riba and the INFORM series).... Now if/when the company is sold a clearer valuation for the HCV franchise can be obtained (though I still don't like the area being highly competitive having Roche as a partner is the biggest plus).