Biotech Values

[DewDiligence]

VRUS/ITMN…but what was the lag between the time Roche/ITMN saw these problems in the lab and the time it was revealed to the public?

The known toxicity problems with ITMN-191 could not possibly have predated VRUS’ interest in developing a purine nuke, which goes back at least 4.5 years to when VRUS licensed IP from Emory University and the University of Georgia in Feb 2006:

http://sec.gov/Archives/edgar/data/1301081/000119312506103750/dex1010.htm

Thus, your thesis that VRUS developed PSI-938 at the behest of Roche does not appear to have any merit.