Replies to post #167115 on Biotech Values

[DewDiligence]

There’s nothing especially worrisome about an FDA advisory committee for Simeprevir, IMO.

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.

I have a small long position in MRK, but it sure as heck isn’t for the HCV pipeline. MRK has a lot of work to do to before one should consider them a serious competitor.