Biotech Values

[DewDiligence]

Do you think this could be the result of FDA guidance?

That’s possible but not likely, IMO. A more plausible explanation for the small new PK study is that Roche isn’t sure ITMN-191 is worth the money for a large phase-2b program when there are newer PI’s that are safer, more potent, have qD dosing, and don’t require ritonavir boosting.