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Re: DewDiligence post# 101430

Wednesday, 08/11/2010 10:50:18 PM

Wednesday, August 11, 2010 10:50:18 PM

Post# of 253252
Re: Who's Who in All-Oral HCV Programs (ACHN)

[Updates:
new entry for ACHN;
new entry for VRUS’ dual-nuke cocktail;
removed entry for GILD’s program, which was dead in the water (#msg-52470566);
added clinicaltrials.gov link for IDX184+IDX320 DDI study.]

Thanks for adding ACHN to this Dew. On an ACHN note, sad to say no partner yet for ACH-1625. I will say, given the prior guidance from ACHN management of starting the Phase 2 trial for ACH-1625 in September, that it's looking more and more like ACHN will be running this trial on its own. That said, I'm not going to get "cute" and sell my shares in anticipation of this and a stock drop as there's still a chance they could ink a deal anytime. If not, and the stock drops to any material degree, I still hope to add to my position.
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