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Replies to #94834 on Biotech Values
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biomaven0

04/27/10 3:31 PM

#94836 RE: DewDiligence #94834

The other interesting question is whether any of these other programs even have freedom to operate in this area. It was BMS that discovered the NS5A target in the first place, and I'm guessing they made every effort to lock up the space.

Incidentally the ingenious way they originally discovered the importance of NS5A illustrates that big pharma really is still good for something - I don't think it was anything a smaller company would ever have even tried, let alone succeeded at. A really impressive piece of research.

Peter



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bladerunner1717

04/28/10 1:17 PM

#94894 RE: DewDiligence #94834

Dew,

What implications does this have for IDIX or any of the other players in the HCV space?

Could this have anything to do with IDIX's drop in share price?


Bladerunner