Biotech Values

[mcbio]

Is Danoprevir (f/k/a ITMN-191) good enough for China?

Count me in the skeptical camp as I think you know my feelings towards danoprevir. I'd love to be wrong given that any danoprevir success in China would benefit ARRY since is ARRY is due royalties on the drug. I'm much more optimistic on simeprevir's chances in China.

P.S. Why does a large firm like Roche need to partner here with a small firm like Ascletis? Doesn't that alone speak to Roche's confidence, or lack thereof, of the opportunity for danoprevir in China?