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Re: DewDiligence post# 45537

Sunday, 04/22/2007 9:56:52 AM

Sunday, April 22, 2007 9:56:52 AM

Post# of 257580
Thanks Dew. I know many of you remain skeptical, but look for announcement this year that VPHM will start Phase IB combination trials with SP and/or VRTX protease inhibitors, probably as soon as VPHM PhIIB prelimninary results are in in 3Q07. VPHM intention is to start PhIII trials this year 'on risk.'
The first direct antiviral FDC to market wins the lottery here, especially since VRTX results were not the "cure" that everybody was looking for. VPHM polymerase is now in lead relative to other polymerases with safest profile to date for first FDC to market. If no dose limiting toxicities observed coming out of IIB, the VPHM FDC development will be a major driver by end of year.

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