Biotech Values

[mcbio]

Re: Roche/ITMN-191

Entirely possible. This PR makes it sound like Roche intends to continue work on 191 though.

www.nasdaq.com/aspx/stock-market-news-story.aspx?storyid=201010070242dowjonesdjonline000243&title=roche-broadens-hepatitis-c-franchise-with-drug-buy

Most interesting quote


Quote:
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Having full ownership of danoprevir increases our ability to rapidly develop combinations of our own hepatitis C compounds with molecules from other companies to maximize patient benefit."

There's really not a lot of specifics in that, and the other, language though. We've seen no clear guidance from Roche about moving danoprevir forward into Phase 3. I think we really just need to listen to the next Roche CC to get more definitive answers, or at least a strong inkling of what Roche intends to do. I would be surprised if they pushed danoprevir forward with other potentially better HCV PIs out there.