Replies to post #116927 on Biotech Values

[ghmm]

The market is yawning and looking past INFORM. The bid dosing and lower efficacy of RG7128, not safety, are the issues here. The safety issue, as you well know, is coming from RG7227 which unfortunately Roche chose to license and partner with RG7128 in INFORM.

For your sake I hope your right. I have no skin in the game. I was actually more of an ITMN long for IPF though I did think 191 was a very strong PI. I don't like crowded fields (in general) unless you have a highly differentiated and exceptional compound in some way.

You seem to be real caught up in this personality issue with Schaefer Price. I met him myself and he's one of the nicest, most intelligent, and honest guys you will ever meet (very unusual for a CEO). Could it be you are as wrong about him as you have been about this stock?

It very well could be :-). I actually think he is a very good presenter and enjoyable to hear speak (on webcasts never met him in person).

Currently there isn't a small to mid-cap company out there that has such overwhelming leverage over how the future of HCV therapy will unfold.

Just curious what do you think is a "fair" price for such a company.