Biotech Values

[DewDiligence]

Re: ITMN and HCV arena

>In today’s presentation, Dan Welch said the 14 day models are a replicon model and a viral mutation model (for 1626 or 7128).<

Thanks, ghmm, for tying up this loose end.

>Said very interesting and indication of Roche's interest in developing 191 plus one or both of their Polymerase Inhibitors.<

I do not understand what you mean. (Did you inadvertently leave a word or two out of this sentence?)

>In this call it is the strongest I have ever heard Dan Welch on the probability of success for Pirfenidone. Yes he is the CEO and should be bullish today was just by far the strongest language/comments (in the Q&A) that I have ever heard.<

What is your estimate of the proportion of ITMN’s fair value that is attributable to Pirfenidone? T.i.a.

>Do you by chance know what significance there is for a presidential poster of distinction at AASLD?<

No, I do not. If I find out, I’ll let you know.