Biotech Values

[DewDiligence]

Now that Roche has licensed ITMN’s unnamed 2nd-generation PI, I think we can exclude Roche from the list of likely licensees for either ACH-1625 or IDX320. Due to the contractual provisions of Roche’s collaboration with ITMN, Roche would have to opt out of the collaboration entirely before it could develop a PI from anyone other than ITMN (#msg-47659855).

I know Roche did recently license ITMN's pre-clinical second gen HCV PI (#msg-49783993 ), but do you know when that occurred?

I don’t know exactly when it occurred but, based on the timing of ITMN’s disclosure, I think we can presume it occurred during 1Q10 (#msg-48534406).