Biotech Values

[DewDiligence]

ACHN:

…I thought [Dr. Dietrich’s] comments about ACH-1625 behaving more like a nuke than a PI in terms of resistance profile were interesting.

This was more propaganda by Dr. Dietrich, IMO, although perhaps not as outrageous as his claims about qD dosing of ribavirin (#msg-50207074). To date, there’s no empirical evidence that ACH-1625 has a significantly higher barrier to resistance than other PI’s—it merely has a very long half-life, which is more of a negative than a positive (#msg-46185187).

ACHN’s having a hired hand like Dr. Dietrich on the conference call suggests to me that ACHN itself is not confident about the commercial outlook for ACHN-1625. Perhaps prospective partners have passed on licensing the drug because it has a very long half-life. If this is the case, ACHN should be up-front about it instead of engaging a shill like Dietrich to make wildly bullish assertions about ACH-1625 that have no basis in fact.