Replies to post #137371 on Biotech Values

[DewDiligence]

I'll make you the following wager - that in 2017 lambda has bigger sales than the INHX drug…

I’m not particularly bullish on INX-189, so such a bet makes no sense for me. The point I was trying to make is that BMY never talks about Lambda anymore, and I consider this sufficient evidence that ZGEN shareholders were not robbed.

[oc631]

Hardly. I'll make you the following wager - that in 2017 lambda has bigger sales than the INHX drug (and if it is sold as a doublet its revenue is counted at 1/2 of the doublet sales).

I think lambda will find it's place amongst oral non-responders which IMO will be a very small market. If your bet assumes INX-189 clears the safety hurdle I would be happy to take the other side of this wager. INX-189 currently is the only viable drug in clinical development that stands the chance of being used as a monotherapy in all patients. It will also find it's place as the backbone for BMY's NS5A inhibitor as a secondary option. The drug is a clear contender to capitalise on the weaknesses of GS-7977 and ribavirin both separately and in combination. Removing the ribavirin component in treatment-naive patients should also make therapy more tolerable.