Replies to post #165257 on Biotech Values

[mcbio]

In biotech investing, it’s generally better to own a great business with a so-so drug than a so-so business with a great drug.

Just yanking your chain a bit in return. ; ) As I said before, I think we will both end up doing well in this space given current valuations. And I agree with your point but I'm not convinced on simeprevir ultimately being part of a so-so business. But, time will tell.

Separately, similar to ENTA, I imagine Medivir is still due a good chunk of milestone payments upon approval of simeprevir in various markets and on various sales thresholds but I need to further clarify this.