Biotech Values

[DewDiligence]

ACHN:

Differentiating characteristics of ACH-2684 versus ACH-1625 and more advanced PIs in the clinic appear to be potency, activity against all genotypes, and activity against genotype mutants and quasi-species variants of HCV.

In other words, ACH-2684 is simply a protease inhibitor with several desirable characteristics; it was silly, IMO, for ACHN management to promote this drug candidate as having a novel MoA when it clearly doesn’t. Many of the arguments ACHN is making in favor of ACH-2684 apply to other new PI’s such as IDIX’s IDX320 (#msg-45598790).

It’s not a huge factor in the overall scheme of things, but the way ACHN management promoted ACH-2684 makes me somewhat less inclined to believe what they say on other matters—e.g. partnership discussions.