Biotech Values

[DewDiligence]

Re: INFORM-1 study

Perhaps if they give RVR data it will be more of a splash but they did not say they would do that.

I don’t see how the preliminary INFORM-1 data can be presented at EASL or DDW without giving such an important metric, so I presume that RVR will indeed be reported (with the qualifications you mentioned).

…maybe a few scientists will get excited and some patients but maybe not investors

At this point, not many investors even know about the trial. This will change soon, IMO.

if there is any safety concern (because of the Pharmasset compound of course) people will be very disappointed.

Moreover, war will break out between ITMN and VRUS about whose drug is to blame, and Roche will refuse to take sides. It could be very entertaining (but not for ITMN and VRUS investors), and it could boost IDIX’s star to a considerable degree. In other words, as a humanitarian I’m rooting for the INFORM-1 safety data to be good, but as an IDIX investor I’m rooting for it to be bad.