From today’s ITMN CC: The start of the INFORM-3 study testing the all-oral combination of ITMN1-191 (a/k/a RG7227) and RG7128 is “delayed” until 1H11.
As previously posted in #msg-46797334, I doubt that INFORM-3 will actually be conducted and I doubt that ITMN-191 has much of a future.
Did ITMN give any specific guidance or were there otherwise any inferences one could draw to determine if Roche is still strongly committed to ITMN's 2nd gen HCV PI that has yet to enter the clinic? At some point Roche has to consider the terms of its arrangement with ITMN as a sunk cost. I.e., if there are better and/or more advanced unlicensed HCV PIs out there (and we know of two on the latter point at least), one would think that Roche wouldn't let any financial obligations due to ITMN for partnering with another biotech for an HCV PI stand in its way.
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