Replies to post #116176 on Biotech Values

[mcbio]

This 14-day study, obviously, wasn't meant to be "enough." BUT, what if any of the 15 non-detectables at day 14 do not experience a viral rebound? There weren't any SAE's.

Certainly so far, so good on the combo data but still early days. And a long way to go to show that these two alone will be enough to eliminate interferon from the equation.

This one bears close watching,imo.

Absolutely. I just think it would be a mistake if the market discredits the other entrants in the HCV space, especially those such as ACHN that are developing complementary drugs (i.e., PIs, NS5As) to what VRUS is doing with its nukes. It's a big enough market that there will be room for several players, regardless of whether or not VRUS' nukes will be sufficient to do the job.

P.S. When are you coming back to ARRY? ; ) MEK data will be big for ARRY this year, one way or another.