(VRUS/ACHN/IDIX/etc.)—Roche’s CC comments are evidence (IMO) that the impetus for Roche’s paying $175M to terminate the ITMN HCV collaboration was not developing Danoprevir (ITMN-191), but rather was being free of the contractual constraints of the ITMN collaboration:
We are very happy to have both the danoprevir rights from InterMune, because very importantly, of course it gives us access to this important new treatment therapy, but importantly it gives us freedom to operate in combining Pegasys with all antiviral agents for the treatment of Hepatitis C. So we have total freedom to operate, and certainly we expect great positive impact on Pegasys.
As stated on numerous occasions, I do not expect ITMN-191 to make it to market or even to advance to phase-3.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”
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