Replies to post #100063 on Biotech Values

[DewDiligence]

VRUS appears to be making a big deal about PSI-938 being potent against the 'S282T mutant' (#msg-52714527).

I don’t award PSI-938—or any other HCV drug—extra brownie points for these kinds of attributes. All HCV drugs in development today are intended to be part of 2- or 3-drug combinations where the cocktail components have complementary resistance profiles. So I don’t think there’s a lot of investment value in focusing on specific mutations such as S282T.