Replies to post #122938 on Biotech Values

[DewDiligence]

VRUS’ nucleotides are covering all of the bases (heheh—get it?)

[oc631]

So VRUS has all promising interferon-sparing combos: all nukes, nuke + NS5A, and now nuke+PI

BMY and Tibotec are two of the finest companies in the space so I'm quite happy about the way things are developing. Large pharma scrambling to test their lead compounds with a mid-cap like VRUS certainly is an exception to the industry rule. I have the utmost confidence the CEO will use all the leverage he has in partnering PSI-7977 on very favorable terms for shareholders. If all goes well VRUS might keep the GT2/GT3 market for themselves and enjoy the first to market warehousing effect now underway with VRTX/MRK in GT1.

Care to comment on the chances of an early filing for PSI-7977/PegRiba in the underserved GT2/GT3 patient group?

[mcbio]

So VRUS has all promising interferon-sparing combos: all nukes, nuke + NS5A, and now nuke+PI.

I wouldn't say that they have the latter two combos just yet. The deals with BMY and Tibotec are merely clinical trial collaborations. Assuming the trials yield results, I imagine some formal licensing deals will be struck afterwards between the companies, if one of them doesn't outright acquire VRUS.