Replies to post #112104 on Biotech Values

[DewDiligence]

In terms of the data on VRUS' nukes, are you surprised that the stock ended down on the day after this news?

There wasn’t anything especially consequential in VRUS’ PR and the share price was down less than 1%, so I wouldn’t say anything unexpected happened today.

[oc631]

Keep in mind that a very recent Roche presentation made no mention of Danoprevir (#msg-57591630 ). I'd rather hear it straight from the horse's mouth before I have any confidence that Danoprevir is moving forward.

My guess is neither you nor VRUS is likely to get any forward guidance on RG7227 until we find out who will partner PSI-7977 and/or PSI-938. As 7977 advances in development it becomes more of a competitive threat to Roche's investment in INFORM. If (as Dew speculates) INFORM is dead, the cost of licensing another DAA from VRUS will increase substantially.