Replies to post #123221 on Biotech Values

[DewDiligence]

I agree generally with your comments—ACHN is caught in a vise where BMY is one jaw and JNJ is the other. To avoid getting crushed, ACHN will need some help from sources beyond its control.

[DewDiligence]

Medivir CEO says JNJ can’t effectively promote two HCV PI’s (Incivek and TMC435):

http://www.bloomberg.com/news/2011-07-13/j-j-has-to-resolve-hepatitis-c-drug-conflict-medivir-ceo-says.html

Similar to AMLN’s complaint that LLY can’t effectively promote both Tradjenta and Byetta.

[DewDiligence]

ACHN’s NS5A successor to ACH-2928 is….(drum roll)………ACH-3102:

http://finance.yahoo.com/news/Achillion-Announces-pz-2551175482.html?x=0&.v=1