Biotech Values

[mcbio]

How will ITMN-191 differentiate itself among PIs?

Ghmm, you may best be able to answer this as I know you have the RMF for ITMN. I'm just curious what the consensus is on how ITMN-191 will be able to differentiate itself from the other HCV PIs. The compound clearly won't be first-in-class, barring a setback from telaprevir or boceprevir in Phase III. Also, I don't know if the compound will be a best-in-class either as I assume it's more of a first generation PI. The second generation PIs expect to improve upon the first with greater potency, which would allow co-formulation down the road, and presumably a greater safety margin.

What are your thoughts on this? Do you believe ITMN-191 already incorporates attributes of the second generation PIs? Or are you more or less counting on the fact that ITMN-191 is ahead of those second generation PIs in the clinic and should therefore have some time on the market to itself along with the other first generation PIs?