Replies to post #114041 on Biotech Values

[mcbio]

Dew, at what point will you drag yourself out of the all-oral HCV ditch and realize that the position is becoming more difficult to defend. Three drugs may work, but at what cost and at what risk of mounting side effects? In order to get a permanent remission or cure from HCV, the immune system needs to be engaged and that is what the interferon appears to do.

Way too early to be so sure on your "all-oral HCV ditch" stance. Let's re-visit after the BMY/VRUS clinical trial results on the NS5A inhibitor plus nuke. Whether or not HCV treatment will be all oral or will still include interferon, I think we can safely assume that HCV DAAs will be used as part of treatment. That's why I'm keeping a close eye on ACHN and VRUS right now, irrespective of whether or not interferon is ultimately removed.