Biotech Values

[DewDiligence]

>Will follow-on pi's (after vrtx/sgp) get to market vs placebo or do you think they need to go up against telaprevir?<

It looks like ITMN-191 will be able to go against the current SoC in phase-3 if Roche doesn’t drop the ball. The PI’s after that (including those from IDIX) will probably have to go for non-inferiority vs a newer regimen.

>Biolex just raised a bunch of committed money, so they ought to at least be able to get to market.<

I have Locteron ranked #3 (only one notch behind ITMN-191), so we’re in agreement there :- )