Biotech Values

[mcbio]

Is RG7227 (a/k/a Danoprevir/ITMN-191) back on the front burner? I’ll believe it when I see it, but the timeline bullets at the end of this PR say that the IFNORM-SVR trial is expected to start during 1Q11.

This is just VRUS giving their guidance on what they expect Roche will do. Keep in mind that a very recent Roche presentation made no mention of Danoprevir (#msg-57591630 ). I'd rather hear it straight from the horse's mouth before I have any confidence that Danoprevir is moving forward.

(Perhaps the INFORM-SVR trial will start in earnest when Teva gets FDA approval for generic Lovenox :- )

I'm guiding for about the time ANA598 is partnered with a big pharma.

In terms of the data on VRUS' nukes, are you surprised that the stock ended down on the day after this news? Continued progress in the clinic for VRUS, although the big news will be the DDI data coming this quarter.