…maybe Roche would license Pharmasset's more potent PSI-7977 [to combine with ITMN-191]
The Roche-VRUS collaboration on RG7128 does not confer any special privileges to Roche—such as the right of first negotiation on follow-up compounds—as the Roche-ITMN collaboration on ITMN-191 does.
Thus, there is no business-based impetus for Roche to prefer a second-generation nuke from VRUS to one from another company, e.g. IDIX. Moreover, PSI-7977 and IDX184 are sufficiently close in their development timelines that Roche would presumably be interested in exploring a license for both if they were interested in exploring a license for either.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”
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