Biotech Values

[ghmm]

ITMN:

I would certainly agree on RG7227 boosted + SOC alone likely being dead (at least not going into P3). I think I will wait to see how bad the safety looked in the unboosted study and more importantly what happens with 12 week boosted safety to come to the same conclusion as you... I will concede I am more naive and slower to read the writing on the wall .

I took the may more in reference to study initiation timeline. Given they still haven't announced the 1B boosted study was amended and you add a month or two to enroll (I would guess they do a few cohorts at 12 weeks testing different dosing regimens) and then 12 week treatment time to analyze and initiate a new study I could see how it would easily be pushed back after Q4 '10.

I also didn't read into INFORM-2 as much as you did. Given that unboosted 191 was pronounced dead what would the 4 week study give them? I think they first have to make sure 12 week boosted is safe alone (with SOC).