Medivir AB - “Simeprevir in the HCV Race - Value Un-Appreciated”
Medivir’s (MVIR) future depends on the successful launch and sales of Simeprevir (TMC435, once daily Protease Inhibitor, PI, PhIII, HCV, partnered with Tibotec/JNJ). Simeprevir is a single pill/qd vs. Incivek 2pills/tid and Merck’s Victrelis 4pills/tid and we are positive on the approval by YE13/1H14. Setbacks in the IFN-free oral option pipeline esp. discontinuation of Bristol Myers’ (BMY) BMS-986094 (Nucleotide Polymerase Inhibitor, PhII) could change the timelines and dynamics of these future options. Increasing Possibility of BMY accelerating development of daclatasvir/simeprevir IFN-free combination……. For more detail, please read our report released on 27th August 2012 on MVIR titled “Simeprevir in the HCV Race - Value Un-Appreciated”
