Replies to post #110927 on Biotech Values

[mcbio]

If PSI-7977/938 proves safe (the efficacy and resistance profile shouldn't be in question IMO) it stands to be the backbone for the next generation of SOC.

I think it's clear that it's the safety that is the big question in light of IDIX's results. But, if positive, I agree that VRUS is in great shape. In light of the safety question, though, coupled with the dramatic rise in the shares, there's no way I'm touching the stock in front of the combo data. If they do a nice raise before the data and if the data is clean and the stock doesn't rise too much further for the time being (and I think that's possible given how much it's already run up), then I'll be a lot more interested in VRUS.

All single nuke competitors like IDX-184 and INX-189 will need to go back to the lab to develop a pyrimidine nuke to compete. Single HCV nukes may become outdated after the results of this trial.

I don't know that I'm sold on other single HCV nukes becoming outdated because I don't think I'm convinced that you need two nukes if you're otherwise combining a single nuke with a PI and/or NS5A inhibitor. But it's really a moot point to some extent because VRUS is in the driver's seat now IMO with IDX184 being on hold.