Replies to post #179206 on Biotech Values

[frontiers]

or ACHN is asking too much for it (3422) ?

No problem, Dew -- I expect this is the question you wanted me to address.

Well .. let's see .. I really don't know.

My best guess is that ACHN will wait for the 3422 results due out this fall from the trials in NZ.

The dosing of the healthy volunteers has been completed. I expect the dosing of HCV infected patients may have started. The max dose being tested is 500 mg per day. There are no toxicity issues with 3422 -- either hepato- or cardio-renal. What remains to be found out is the log 10 viral kill rate -- need a value in the 4 or greater range.

ACHN is pretty confident that 3422 will pan out ... I don't think they will consider a deal until the trial results are out.

BTW, congratulations to you personally for having stuck it out with IDIX for the last 7 years!! You deserve your winnings.