Replies to post #164600 on Biotech Values

[mcbio]

VRTX/Medivir

The counter argument here is GILD is working on the Sofo/GS-5816 combo with the goal of creating a single combo (SOC?) that works in all HCV patients. I'm a strong supporter of the nucleotide class and believe this should be ultimate development goal.

Despite the issues VX-135 has encountered of late, do you still see a potential path forward for simeprevir in combo with a lower dose of VX-135? If you take VRTX's comments at face value, VX-135 will still be going forward in combo with simeprevir later this year, albeit presumably at a lower dose. Hopefully we get more color from Medivir on this combo in their next CC. I also hope we get more color on Medivir's own nukes, one partnered with JNJ and one still wholly-owned.