Biotech Values

[ghmm]

FGEN / IPF IP:

Do you think COGS may be a determent to indications like NASH where the population is so high they'd have to get HCV type pricing to make it worthwhile?

I should note that Pirfenidone actually has a lot of IP Intermune tried to add for things they discovered like dose titration. I never put a lot oF faith in the strength of those but I am by no means an expert in patent law. Roche recently came out with an 1801 mg pill so patients don't have to take 3 pills 3 times a day (instead 1 pill 3x day). That probably has better IP but I don't know that it would stop someone. There were next generation (more potent) in development when they were bought out don't know what Roche has done/planning.