Replies to post #111211 on Biotech Values

[mcbio]

VRTX again modifies phase-2 Telaprevir+VX-222 trial, leaving no remaining trial arms that are testing only the 2-drug cocktail:

I can't imagine VRTX had high hopes at all that just a PI + non-nuke would be sufficient in the absence of SoC. But, I guess you don't know for certain until you run the trial.

[dewophile]

it looks like IDIX's contention that 3 drug cocktail would be necessary is gaining credence
this should benefit all HCV bios with oral agents at or approaching phase 2 imo
this could be why idix, achn, etc. have all been running up
just a hunch