Replies to post #107437 on Biotech Values

[DewDiligence]

Slides from VRUS’ CC today on PSI-938:

http://investor.pharmasset.com/common/download/download.cfm?companyid=VRUS&fileid=413067&filekey=2e07e5aa-6913-4555-a8b8-dd9abfee5e41&filename=VRUS_938_results_Final.pdf

[mcbio]

Re: VRUS/PSI-938

Continued good progress for VRUS in the clinic to be sure. But, how much more upside do we see for the stock at its ~$1.2B market cap, short of a buyout offer? I.e., would a partnership for any of its HCV nukes propel the stock materially higher from the current market cap?