Biotech Values

[DewDiligence]

Re: R1626

>Roche is going to need a cure rate in the 70's, i think, to make it worth going though 48 weeks. I mean, if roche ends up with a cure rate in the 60's with 48 weeks, and vertex ends up with a cure rate in the 60's with 24 weeks, than i think 24 weeks wins. Roche has a high bar to get over.<

I don’t think Roche plans to seek regulatory approval for R1626 as an individual addend to ifn+ribavirin. Rather, Roche will (IMO) pursue R1626 in combination with either ITMN-191 or R7128. In combination with one of these drug candidates, R1626 may have efficacy at a lower dose where the incremental side effects would be tolerable.

Roche is presumably also considering ITMN-191 + R7128 as an addend to ifn+ribavirin. Regards, Dew