ITMN threat to VRTX? It's still too early. I don't view ITMN's compound as a threat yet, it could be if it yields a similar/superior efficacy/safety profile, twice a day dosing would be more convenient. All it takes are several small studies to prove efficacy, as VRTX has recently demonstrated, look at the lucrative deal with JNJ they scored! If all goes well in the next two years, ITMN could secure a similar deal too. If unfavorable toxicities evolve from VRTX's ongoing Phase II study, ITMN could gain a lot of attention from physicians, WS etc...
The drug appears to have a good safety and potency profile in the pre-clinical package.
I think managment, and BOD here would secure a good partnership. I've met the CEO, I'll never forgive him or Jonathan Leff (Warburg Pincus) for selling VIRS. I pretty sure Leff is on the ITMN BOD, and Welch went to ITMN after selling VIRS.
katie....
