Biotech Values

[ghmm]

vrtx:

I am (guessing) they are just sitting hoping Roche fails with the various INFORM studies and then they can do nothing like you suggest. If they show encouraging results I think they will get a second (more likely third) tier product that I never heard of to license. I would think they would have to really over pay for someone to risk developing an encouraging compound in collaboration with telapervir. I had originally thought the likely thing for them to do is to try one of their followons with a second agent but now that even appears suspect.

For those interested InterMune has said cohort 2 of INFORM-1 has started enrolling (likely done by now unless they ran into some issue). They've also implied other INFORM studies could test twice daily 191 regiment (perhaps starting very shortly). They had also implied testing regiments with (and without) ribavirin. I am also wondering if they won't test some combo that includes a duration with SOC as well.