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Re: DewDiligence post# 82057

Tuesday, 08/11/2009 9:24:49 PM

Tuesday, August 11, 2009 9:24:49 PM

Post# of 257268
HCV Proteases/VRTX:

Sorry if I missed it posted here before but I was thinking a bit more behind another reason why VRTX is interested in monetizing the milestone payment is a less then healthy relationship with J&J.

The (other) collaboration J&J has for a protease inhibitor with Medivir seems to be progressing quite well. While Telaprevir may certainly have a head start TMC435 seems quite promising. If TMC435 doesn't encounter strong safety concern and continues to show very high potency from a competitive and economic standpoint wouldn't it make sense for J&J to promote it instead?

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