Biotech Values

[oc631]

Could there be a fix for BMY’s nuke problem? In the INHX deal, BMY acquired not only INX-189, but also a single-isomer version of INX-189, called INX-005 (#msg-69407640). If the toxicity in BMS-986094 comes from the isomer not present in INX-005, then maybe BMY has a workaround. Not likely, but possible.

GILD also has single-isomer PSI-661 which they picked up in the Pharmasset deal. I'm not sure they would be willing to advance this drug in development after the recent guanosine failures.