Biotech Values

[ghmm]

Sorry I may not have caught the whole thread of what was being said and the exact intent of the question. I have only been skimming the board of late. TO me the important aspect was it was placebo controlled and thus the data is more robust. From the remarks today and the Q4 call, I would suspect they did not have access to all the data in real-time.

Today's call (about 7:45 in) they talk about the preliminary review of the still blinded data.

On Q4 call (I know you don't like seeking alpha transcripts the audio should still be available)
http://seekingalpha.com/article/63963-intermune-inc-q4-2007-earnings-call-transcript?source=side_bar_transcripts
"...what I mean by that is, of course, as any trail is ongoing, should there be concerning signals -- I mean we are watching it very closely in a blinded fashioned, we continue not to see anything there. But we remain blinded to the treatment assignment of all cohorts, and we don't have any data from cohort three other than just knowing that there is not a signal that's crossed up in the day-to-day monitoring of those patients."

As far as QD dosing there was one company with a Protease being tested at that dosing so I was happy to see 191 had that potential should it become an important factor. I am more excited about a combo pill of a protease and a polymerase I recall Intermune being asked about that some time ago (vague response). I'll be listening more closely to Pharmasset calls to see if they talk about any new formulations being explored.