Biotech Values

[mcbio]

Re: Roche pipeline update/Danoprevir

Might Roche have wanted to get out of the exclusivity for more immediate reasons? Specifically I was wondering if they would consider some sort of marketing deal with Vertex where they push Pegasys instead of PEG-Intron... I still remain in the camp that Danoprevir's still alive .

I assume you have packed up your tent given no mention of Danoprevir in any of the 98 slides from Roche's pipeline update. Their slides only reference RG7128 as it relates to HCV drug development in the near-term, though I suspect they may be interested in either licensing an additional nuke and/or PI/NS5A inhibitor.