[ACHN] management mentioned during the conference call that they have put more specific detail on the Web site about ACH-1625, which they believe has the potential to be a best-in-class compound (I realize everyone says that). In particular, I'm curious as to what you think about their claim that ACH-1625 has >4000 fold selectivity against human proteases, which ACHN believes should make it more tolerable than compounds like telaprevir. Also, do you know how the other PIs, including the IDIX compounds, stack up in terms of selectivity against human proteases?
Selectivity against the HCV protease relative to host proteases is one of the ways in which second-generation PI’s will differentiate themselves from Telaprevir and Boceprevir. IDX136/316, IDIX’s PI’s, have essentially no activity against the most important host proteases. Here’s a slide regarding IDX136/316 from a recent IDIX presentation:
Please see the third bulleted item.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”
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