Replies to post #140445 on Biotech Values

[GrthzGd]

GS-7977 is a nucleotide inhibitor. ACHN's four-drug, HCV pipeline is described as

Achillion's approach in developing new therapies for HCV is multi-fold: First, Achillion is advancing a proprietary compound that targets the HCV NS3 protease, ACH-1625, a potent HCV inhibitor with an excellent safety profile, unique pharmacokinetics and once-daily dosing. Second, Achillion is advancing ACH-2684, a compound with excellent potency in the pico-molar range focused on emerging resistant HCV variants. Third, Achillion is developing NS5A inhibitors that possess pan-genotypic activity and picomolar potency including ACH-2928, a first generation NS5A inhibitor which demonstrated proof-of-concept activity in Phase 1b, and ACH-3102, a second generation NS5A inhibitor in preclinical development that has enhanced in vitro activity against resistant mutants. Finally, Achillion has developed ACH-1095, a candidate that specifically recognizes the HCV target, NS4A.

From that, I think I would conclude that the ACHN drugs are not nukes. Therefore, is the ACHN pipeline complementary rather than competitive with GILD/BMY?