i believe he said the ongoing ph 2 will be done by then
a partnership can come any time of course, but they used the words "end of the year". listen and read into it however you want, but my impression is they are not exactly that advanced in negotiations, and i suspect (aside from the obvious that crucial data is still forthcoming) that it has to do with management trying to retain some option to combine with some of thei other in house products
i originally thought 184 would be best partnered with another company with a PI (or other complementary agent) in similar stage of development. but i'm now realizing 320 and the NNRTi are really not all that far behind, and the optimal combination is with another drug with pan-genotypic activity that can also be coformulated - 320 fits that bill perfectly
PS: i'm not down on 184 prospects here - aside from PIs nukes are the most "proven" in HCV among the direct acting agents, and ulike PIs the competitive landscape is far more limited - i just started to get this pang after listening that the NVS opt in right could be hampering discussions. in fact i think if 320 is all that it can be, and 184 continues to meet its target profile then a 184 together with 320 could be the combo to beat (i base this on the inform data along with the fact that 320 is one of the rare PIs active against non-gen 1s and the high potency to enable coformulation)
