Replies to post #165381 on Biotech Values

[oc631]

Not like there was ever much value assigned to NS5A program; believe it was only at research stage, earlier than the nuke program at pre-clinical stage. Bulk of Medivir valuation in near-term going to be tied directly to simeprevir's prospects.

There's plenty of NS5A inhibitors in clinical testing that lack pan-genotypic activity. These drugs have limited value going forward yet most American developers continue to feed the zebra. Medivir deserves credit for coming out and announcing their priorities.