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mcbio

06/08/11 9:20 PM

#121339 RE: DewDiligence #121265

You’ve been saying that VRUS’ nukes would change the way the HCV game is played, and it’s looking more and more like this might come to pass. I like to give credit where credit is due: to date, your posts about HCV have been on the money.

I'll give some credit to oc as well as things are going quite well for VRUS. Still a ways to go in the clinic though. And you just have to wonder how much more upside there is from $4.5B market cap even if things do go according to plan. What is the best-case scenario if the two 2nd gen nukes become cogs in the HCV space? Just thinking about a fair number for peak sales potential for these nukes and what a fair multiple is on sales to arrive at a market cap for VRUS. Does anyone care to toss out any wild numbers as I honestly haven't seen any and I'm just curious about where VRUS could go in a best-case scenario?