Replies to post #100064 on Biotech Values

[mcbio]

Re: HCV mutations

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.

Another way of saying this is that although the various HCV drugs (nukes, non-nukes, PIs) target different parts of HCV, the mutations themselves are likely amenable to treatment from any class of HCV drugs, whether it be nukes, non-nukes, or PIs. Am I reading you right?