Biotech Values

[oc631]

an RG7128+interferon+ribavirin program for genotypes 2/3 is not especially compelling from a business standpoint

Agreed. It can be looked at as a cost cutting move by Roche.

RG7128 is badly suited for formulation in an all-in-one combination pill insofar as it requires a cumulative daily dose of 1,000-2,000 mg. It also requires BID administration, although this is probably a lesser drawback than the high dose.

My concerns stem mainly on where Roche will go with the INFORM study (RG7128+ITMN-191) not the limitations of the first generation nuke compound. Do you think Roche will bring the PROPEL study (RG7128+SOC Genotype 1&4)into phase 3?