Biotech Values

[cjgaddy]

Dew, given MAXY-Alpha’s hold, would you pls. update your “HCV: Most Likely to Succeed” chart? Ie, any additions? Is the rest of your category #2 intact? Any chg. to your ‘descending order of likelihood of success’ sequencing? Much appreciated.

Posted by: DewDiligence 8/11/07 12:04AM BioValues #50913:
HCV: Most Likely to Succeed
In descending order of likelihood of success (IMO):
1. Telaprevir (VRTX/JNJ in ph.2).
2. The various enhanced interferons: Albuferon (NVS/HGSI in ph.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, and IDIX.
JMHO, FWIW

9-21-07:
REDWOOD CITY, 9-21-07: Roche has advised Maxygen, Inc. that it has placed a voluntary hold on further clinical dev. of MAXY-alpha, also known as R7025. MAXY-lpha is a novel interferon-alpha for the treatment of HepC & HepB. http://biz.yahoo.com/prnews/070921/aqf026.html?.v=25