Replies to post #128588 on Biotech Values

[DewDiligence]

Re: Roche acquires ANDS

What else does Roche have in the HCV space to pair with a non-nuke?

Roche has RG7128 (a first-generation nuke) and Danoprevir (a mediocre PI) to go with ANDS’ ANA598. You can’t make an eagle out of two turkeys, but maybe Roche can make something of value from three of them :- ) The deal doesn’t seem to make much sense, but Roche presumably knows something we don’t.

[DewDiligence]

Roche is the buyer in 2 of the 3 highest-premium deals in #msg-68044091. FWIW

[oc631]

What else does Roche have in the HCV space to pair with a non-nuke?

Roche has RG7432 which is a nucleotide inhibitor in phase 1. If this nuke falls short in efficacy as a mono-therapy maybe setrobuvir would be a safe DAA addition? Safety and its mid-stage status are the only two desirable aspects I see to the drug. I doubt danoprevir and mericitabine will be used with setrobuvir and I would consider this part of the rebirth of Roche's HVC program.

[ghmm]

The Law Firm of Levi & Korsinsky, LLP Announces Investigation into Possible Breaches of Fiduciary Duty by the Board of Anadys Pharmaceuticals Inc. in Connection with the Sale of the Company to Roche Holding AG

http://finance.yahoo.com/news/The-Law-Firm-of-Levi-prnews-536735718.html?x=0

Wow that didn't take long. I can't imagine too many shareholders will sign up complaining about just a 256% premium!

[jq1234]

Roche Snags Anadys for $230M Amid Changing HCV Landscape



http://www.bioworld.com/servlet/com.accumedia.web.Dispatcher?next=bioWorldHeadlines_article&forceid=59844