Back in November, we wrote about Anacor’s new drug, Tavaborale. In an industry where treatments are marginally effective at best, Anacor promised slightly-better-than-mediocre results. If Penlac cured 0.5% of patients, then Tavaborale would cure 6% of patients. The problem with topical toenail fungus treatments is that they are unable to make it past the nail barrier to penetrate deep into the nail matrix. We have to wonder, though: are these treatments really good enough? Is it worth developing something that works on less than a tenth of the population? David Sobek, a market analyst over at The Street, says no.