There was a specific question (near the end of the call) about the person in the highest cohort who appeared to have a lesser response. Dr. Gane indicated that the person had a lower baseline viral load then the other 7 patients.
I think something that gets lost is that this was only a two week study and as there was no rebound I think one could project a longer duration resulting in higher BLQ/BLD rates. Also while the TID dosing of 191 is clearly superior to the BID the dose tested was still relatively low. InterMune seemed really encouraged by the "first phase decline" providing meaningfully improvements as the doses got to 600 and 900 mg BID. So it will be interesting to see what happens in the next cohorts.
On InterMune's quarterly call they were asked about next steps (beyond the remaining INFORM cohorts) and Dan Welch indicated that they had an idea of where they would likely go (but weren't prepared to discuss them). My guess is that Q1 '10 when both 191 and 7128 would have 12+ week data in combo with PEG/Riba we could see a longer duration studies (4 weeks?) of the two drugs possibly with arms with PEG/Riba and both drugs. I don't think they would go into a full blown Phase 2B just on the current INFORM results though I certainly wouldn't be opposed to seeing a faster development path.
Market Data 
Markets 
AI
