Replies to post #122146 on Biotech Values

[DewDiligence]

which side of the fence are you on vis-a-vis ACHN: my optimistic take on ACHN that there will be room for an HCV PI, like 1625 or 2684, in the future of HCV treatment, and in particular enough room to have a meaningful impact on ACHN's current market cap or oc631's bearish take on ACHN in that the VRUS nukes will solely dominate the future of HCV treatment, leaving little to no room for any HCV drugs from other classes?

oc631 says PI’s “may only find limited usage in nulls and non-responders on top of nukes” (#msg-64512984). I’m not ready to go that far, but it does look more and more like the SoC for most patients in a few years is not going to be a PI + ifn + ribavirin.