1. The president confirmed my inference in #msg-47669251 at the 39:30 mark of the presentation when he indicated that ACHN will likely sign a partnership for ACH-1625 before the Phase 2 trial commences in 3Q2010. (Whether or not such a partnership will indeed be a lucrative one and enough to propel the stock higher is of course another matter.) Again, a partnership will only be signed if it's in the best interest of shareholders as ACHN has the funds to do the Phase 2 trial on its own.
2. ACHN is still in discussions with more than a half dozen major players to partner ACH-1625. There are 3 or 4 favorite partners. ACHN believes they are about at the first term sheet stage now and in a much better position since raising cash.
3. It was mentioned around the 12:40 mark of the presentation that ACHN apparently received an independent review from Dr. Jules Dienstag on Monday (3/8/10) who called ACH-1625 the "best and most pristine looking of the proteases in development today." The nature or context of this review was not disclosed.
4. ACHN may do a few additional cohorts behind the two planned additional Phase 1b cohorts testing ACH-1625 in a lower BID dose and higher QD dose to further pinpoint the design of the Phase 2 trial.
5. ACHN expects the Phase 2 trial to test 1625 out to 28 days.
6. Since announcing ACH-2684, ACHN has received a number of requests from major players asking if 2684 hits a particular HCV mutation and the answer is almost always "yes."
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