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Re: DewDiligence post# 50913

Saturday, 08/11/2007 3:18:27 PM

Saturday, August 11, 2007 3:18:27 PM

Post# of 257264
HCV: Most Likely to Succeed (IMHO)

HCV programs in descending order of likelihood of success:

1. Telaprevir (VRTX/JNJ in phase-2).

2. The various enhanced interferons: Albuferon (NVS/HGSI in phase-3), Locteron (OctoPlus/Biolex in preclinical), and Maxy-Alpha (Roche/MAXY in preclinical).

3. The protease inhibitors from Roche/ITMN and SGP.

4. Various early-stage compounds from GILD (alone), GILD/ACHN, Roche/VRUS, Medivir/Tibotec, and IDIX.

JMHO, FWIW

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