AI
Monday, January 12, 2009 10:14:33 AM
Couple of Notes
1-INFORM 2 talked about which would be BID dosing no more info on it disclosed.
2-Don't know if it was a slip but mentioned 500 million development milestones for each compound. We already know they have a non-macrocylic in late preclinical and several earlier stage macrocylics so perhaps in the next year or two Roche takes one of these forward and more bucks for ITMN.
3-The mention of exploring dosing for 24 weeks implies animal tox about done but would not confirm done. I find this a little odd in that its been 6 months+ since we found out about 12 week animal tox being successfully completed but could be nothing especially since on multiple occasions said will have 24 week tox when needed.
4-The grade 3 bilirubin elevation occurred in the 600mg q12 dose and had no dose reduction peeked at about 1 week and dropped drmatically in the next week. Overall didn't notice any differences between placebo. Not sure what to make of one case.
5-IMO Feuerstein is more then a little biased
. http://siliconinvestor.advfn.com/readmsg.aspx?msgid=25316875 If someone is bored and has nothing better to do go through some of his articles on not just 191 but other HCV compounds and compare his negative remarks to what later happened. Granted some compounds flopped but other then VRTX he seems quite cynical in his remarks and expectations.
6-No real disclosure on Pirfenidone. See SI note above.
1-INFORM 2 talked about which would be BID dosing no more info on it disclosed.
2-Don't know if it was a slip but mentioned 500 million development milestones for each compound. We already know they have a non-macrocylic in late preclinical and several earlier stage macrocylics so perhaps in the next year or two Roche takes one of these forward and more bucks for ITMN.
3-The mention of exploring dosing for 24 weeks implies animal tox about done but would not confirm done. I find this a little odd in that its been 6 months+ since we found out about 12 week animal tox being successfully completed but could be nothing especially since on multiple occasions said will have 24 week tox when needed.
4-The grade 3 bilirubin elevation occurred in the 600mg q12 dose and had no dose reduction peeked at about 1 week and dropped drmatically in the next week. Overall didn't notice any differences between placebo. Not sure what to make of one case.
5-IMO Feuerstein is more then a little biased
. http://siliconinvestor.advfn.com/readmsg.aspx?msgid=25316875 If someone is bored and has nothing better to do go through some of his articles on not just 191 but other HCV compounds and compare his negative remarks to what later happened. Granted some compounds flopped but other then VRTX he seems quite cynical in his remarks and expectations. 6-No real disclosure on Pirfenidone. See SI note above.
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