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Biotech / Medical : biotech firesales

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To: DewDiligence_on_SI who wrote (2775)2/9/2011 6:52:29 PM
From: tuck  Read Replies (1) of 3661
 
I toyed with getting out for a modest gain recently. Sorry I did not now. They appear to have fallen behind in the race to be part of the future HepC SOC, oral combos of nukes & PIs.

Will probably look for a bounce back to $4 and get out. Unless they pull something off that looks like it has staying power.

They are late on starting their proof of concept trial for 375, aren't they? A three day trial, maybe results will give it a little pop. Could be done this year if they don't drag their feet too long.

But not sure what the commercial road map is without 320.

Cheers, Tuck
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