another play that could be enabled by the $3B Chinese biotech surge (which specifically includes viral hepatitis :-) ) is Chinese Gov (via state sponsored Biotech Co)obtain the asian commercialisation rights for Tacere's TT-033 HCV compound.
Then should Pfizer, who are now at end of preclinical with TT-033, decide they want a piece of the Chinese HCV market, they'll have a State approved doorway to go through. And the Chinese biotech initiative will have scored.
Pfizer wouldn't be able to hold back as the Chinese could put further pressure on Pfizer by kicking off their own preclinical programme with a view to commercialisation for Asia. They could probably do it at twice the speed of Pfizer with the funding they have to hand.
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