Biotech Values

[mcbio]

Re: Roche/ITMN-191

I think ITMN-191 (a/k/a/ RG7227) is likely dead for all practical purposes. There are enough HCV PI’s in development that it just doesn’t make sense for Roche to invest a lot of money in one whose safety profile is questionable. Ritonavir boosting is not the answer, IMO.

I completely agree. Now, if not ITMN-191, where does Roche turn to for an HCV PI? Do you think there's a legitimate chance that Roche could be considering ACH-1625 given the PoC and the fact that it's about ready for Phase 2?

With respect to the reference that Roche wants to test RG7128 with other non-PIs, what do you think of my speculation in #msg-46762882 that VRUS' PSI-7977 or IDIX's IDX-184, both nukes, could be prime candidates for a Roche partnership? I don't know that there's any clinical data to date to separate the two compounds, although Roche's existing partnership with VRUS could give it an advantage if all things are equal of course.