boehringer ingelheim is a company I would keep an eye on for PI too. From what I have heard they were one of the early success stories (I believe they had 1 month tox issues in monkeys after promising Phase 1 results). ITMN has done 3 month+ tox with no issues reported.
I believe Pharmasset only has Polymerase compounds in development. It is interesting that their earlier stage followon is not partnered with Roche. I guess that is why people expect Roche to just buy them out at some point. It would be an odd situation if their lead Polymerase is partnered with Roche and a followon with a competitor. I don't know if Roche has rights to it.
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