Biotech Values

[ghmm]

I am listening (skimming) through the Merck presentation now. Didn't get to Q&A to see if it comes up there but all they said outside of the slides (below) was no rash. So telaprevir stands alone on that :). It seems to be in the ballpark with current (Phase 1+) Proteases namely (telaprevir, boceprvir and 191). Dew has pointed (#msg-33283588) out J&J's (other) compound which to me is the most impressive revealed to-date because of its extremely low dose. But I am not an HCV guru, if your invested in ITMN I think it'll move more on Pirfenidone results and INFORM results. Proteases seem too competitive (for my taste) INFORM offers something unique.