Replies to post #146450 on Biotech Values

[mcbio]

Has any bought up what happens when (if) TMC435 is approved as far as Incivek (Incivo) x-US. One has to imagine this is potential an ugly situation brewing (assuming the HCV market is still significant ).

Yes, we've discussed that issue before on here. The key takeaway for me is: why would JNJ continue to favor a potentially inferior 1st gen PI (BID vs. QD at a minimum) when they would have their own 2nd gen PI available, especially in this highly competitive space?

[DewDiligence]

It will be similar to the dilemma LLY was in with Byetta and Tradjenta, which is what lead to the AMLN-LLY divorce.