Replies to post #140450 on Biotech Values

[dav1234]

Achillion is at a disadvantage to its competitors because none of its HCV drugs in development are nucleosides.

http://seekingalpha.com/article/320708-achillion-s-hepatitis-c-pipeline-is-a-longshot


i am just following the price action, the science specifics are above my paygrade,lol

[DewDiligence]

…I would conclude that the ACHN drugs are not nukes.

Correct.

Therefore, is the ACHN pipeline complementary rather than competitive with GILD/BMY?

ACHN’s drugs are potentially complementary; however, the more immediate concern—and the reason ACHN is down today—is that the results reported today by GILD and BMY may lessen the need for these companies to seek complementary agents.