Yes, it really is just movement in the landscape of the market, a landscape which Biotron has always targeted with a niche focus on combination therapies that are relevant to both the current standard of care and to the emerging drugs such as the PSI combination and protease inhibitors.
Does the development of an effective HCV treatment have negative ramifications for Biotron? No, except in that one marketplace. BIT225 is being assessed as a potential platform drug that would have vast upside if the company can prove the concept of BIT225's viral ion channel inhibitors. HCV, HIV, Dengue, the flu.... even a tiny market share will see significant revenue. I see affiliations between PA and Roche, which will need to be addressed strategically by the likes of majors such as Johnson and Johnson.
BIT Price at posting:
10.5¢ Sentiment: Buy Disclosure: Held
