Boards
News
Market Data
Markets
Discover
Discover
AI Subscribe Login/Register account icon
S&P 500
7,109.14
(
-0.24%
)
US TECH 100
25,918.50
(
-0.14%
)
Dow Jones
49,442.56
(
-0.01%
)
Brent Oil
91.37
(
0.76%
)
Bitcoin
75,747.38
(
-0.19%
)
News Focus
News Focus
Post# of 257431
Next 10
Public Reply Private Reply New Post
Keep Last Read
Replies (2) Keep Next 10 Report Keyboard Shortcuts
Replies (2) Next 10 Prev Next

DewDiligence

Send PM Follow Ignore
Followers 843
Posts 122881
Boards Moderated 9
Alias Born 09/05/2002

DewDiligence

Member Level

Re: DewDiligence post# 58730

Tuesday, 04/01/2008 11:49:41 AM

Tuesday, April 01, 2008 11:49:41 AM

Post# of 257431
HCV: Most Likely to Succeed (IMHO)

[Updated for results reported at EASL. I’ve
moved ITMN-191 up two notches; the new
position is just one notch below Telaprevir.]


The following paragraphs are in descending order of likelihood of success. (Paragraphs 6 and 8 are “catchall” groupings that do not explicitly mention all of the applicable drug candidates within the grouping.)

1. Telaprevir (VRTX/JNJ; phase-3): #msg-26228377.

2. ITMN-191/R7227 (ITMN/Roche; phase 1b): #msg-28091523; and Boceprevir (SGP; phase-2): #msg-23788779.

3. Locteron (OctoPlus/Biolex; phase-2), a long-acting interferon made in transgenic plants: #msg-26612906.

4. Various oral agents in phase-1 or phase-2 trials that use an established MoA. These include TMC435350 (Medivir/JNJ; entering phase-2): #msg-24754963; R7128 (VRUS/Roche; phase-1b): #msg-25785397; and R1626 (Roche; phase-2): #msg-24230355.

5. The “other” interferons: Albuferon (HGSI/NVS; dose reduced in phase-3): #msg-26199740; IFN-alpha-XL (FLML; phase-1): #msg-24008801; and IFN-Lambda (ZGEN; phase-1): #msg-16610804. I’m excluding MAXY’s Maxy-alpha, which has been on life support since Roche dropped the program: #msg-24801678.

6. Miscellaneous very-early-stage compounds that use an established MoA; e.g. IDX184 from IDIX: #msg-25802238, #msg-25836105.

7. GS9190 (GILD; phase-1), which has caused QT-prolongation: #msg-24268443.

8. Miscellaneous early-stage compounds that use novel MoA’s; e.g. Sirna-034, now owned by MRK: #msg-12665661.

9. HCV-796 (VPHM/WYE), which is probably dead due to liver toxicity: #msg-21978725.

JMHO, FWIW

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

Public Reply Private Reply New Post
Keep Last Read
Replies (2) Keep Last Read Next 10 Report Keyboard Shortcuts
Replies (2) Next 10 Prev Next

Discover What Traders Are Watching

Explore small cap ideas before they hit the headlines.

Join Today