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jonnyrocket

11/06/11 7:08 AM

#70311 RE: tradero #70310

You are missing my point. There is so much competition in the HCV space, with the leading companies testing new drugs that are ALL ORAL PILL form AND Inerferon-FREE. No interferon. Bavi is not pill form. I see the HCV landscape as the future leaders are moving towards pill form + no interferon (less side effects with these combos). Where does that leave Bavi? It will come down to results, but I see VRUS, INHX, and Roche are just as far along in trial development for their pill only non interferon drugs as PPHM is with the Bavi HCV trials. If results of those trials are the same or similar to the Bavi HCV trials, how much is Bavi worth and who would want it?

When ANDS got bought by Roche, many on here said they'll want Bavi too. But why would they want Bavi, if they and the HCV landscape is moving towards Oral (pill form) and Interferon-free? This is a very competitive market. I'm not as confident there will be a place for Bavi at the table, like there may be for NSCLC. And other hard to treat cancer indications. Just hope we can find a buyer for HCV and Cotara... soon.