Replies to post #106678 on Biotech Values

[DewDiligence]

?? I know you have quoted other industry sources being very authoritative on this topic (without data) as a basis for argument.

The purpose of #msg-55725066 was to inform, not to argue.

Could you point that out - since I am generally pretty careful NOT to make assertions on this topic.

The assertions by you and dewophile I’m referring to were not about DAA combinations per se, but rather that ZGEN investors got screwed because BMY’s phase-2 trial of two oral agents failed, which somehow made Lambda more valuable. I thought your assertions were questionable because no one in the HCV arena whose opinion I respect thinks that a mere two-drug cocktail will be able to get the job done.