Replies to post #163187 on Biotech Values

[mcbio]

Re: ENTA/Medivir

Well, simeprevir doesn't need to be boosted with ritonavir, as does ABT-450. Also, including ritonavir, ABT-450, will likely be part of four or even five-drug combos. Simeprevir has a chance to be part of two or three-drug combos. I'm willing to gamble that the latter will end up being more competitive and ultimately do more sales in due time. This is why I'm content on continuing to hold Medivir, as opposed to swapping out my position for ENTA, which is about the same market cap.