Replies to post #167113 on Biotech Values

[mcbio]

I tend to agree with your decision to let the Medivir unrealized gains ride, even though I’m betting on a different horse (ENTA).

A caller during a prior Medivir CC raised the question and I inferred a potential concern about the FDA convening an advisory committee to meet on the simeprevir decision. Do you see anything concerning about that (GILD has one for sofosbuvir as well)?

If GILD doesn’t take the whole market the way many investors and analyst think they will, there ought to be plenty of upside for both of us.

I certainly agree in the short-term. In the long-term it is looking more and more competitive with I think news that MRK will be running 8-week trials of their next gen HCV combo. Long-term is going to be tough to predict how it will play out but shorter-term I'm still willing to play here a bit longer.