Replies to post #163880 on Biotech Values

[mcbio]

GILD

I think that's your hope.

I'm simply playing devil's advocate. Not saying I think that is likely, but if you deny that's not at least some possibility, I think you're being naïve. As a Medivir long, I of course hope GILD is having some issues as this would bode even better for simeprevir. But, I don't think I need for this to happen for me to eventually do well on my investment in Medivir at this tiny ~$300M valuation.

If GILD depends on sofosbuvir/ribavirin combo with longer treatment duration for GT1, they are doomed!

Well...

This is a phase 3b study, you are reading too much into it beyond the current pending NDA.

It's a Phase 3b measuring both safety and efficacy. In any event, let's see how it plays out.