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ghmm

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ghmm

Re: DewDiligence post# 65332

Thursday, 09/04/2008 12:47:21 PM

Thursday, September 04, 2008 12:47:21 PM

Post# of 251711
ITMN:

“Two different models” meaning two animal models? Or two models meaning the replicon and one animal model?

In todays presentation Dan Welch said the 14 day models are a replicon model and a viral mutation model (for 1626 or 7128). Said very interesting and indication of Roche's interest in developing 191 plus one or both of their Polymerase Inhibitors.

Some other things from todays presentation (not all new):
1-The 1B monotherapy nonresponder exploratory cohort completed earlier this year was in null responders (no data given but suspect it is just OK, said warrant further study)
2-The ongoing triple combo study is intended to support an all oral regiment (along with future combo studies of course). Starting at 300mg daily and escalating.
3-Mfg of API from ITMN perspective already at Pharma margin level.
4-The marcocyclic Protease was started a couple years ago is NOT part of Array collaboration (other I think I've posted some links of the company on iVillage board if their site ever comes back up).
5-A little bit of info will be presented on Helicase not a lot of chemical matter patented so could be a leader in field.
6-A good chunck of the company burn is related to the CAPACITY study and perp work for putting together a filing (EU&US).
In this call it is the strongest I have ever heard Dan Welch on the probability of success for Pirfenidone. Yes he is the CEO and should be bullish today was just by far the strongest language/comments (in the Q&A) that I have ever heard.

Do you by chance know what significance there is for a presidential poster of distinctin (at AASLD)?
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