Replies to post #35170 on Biotech Values

[gofishmarko]

>>> If unfavorable toxicities evolve from VRTX's ongoing Phase II study, ITMN could gain a lot of attention from physicians, WS etc... <<<

katie ,

I agree. VRTX investors could do worse than holding some ITMN as a hedge against safety issues in the ongoing VRTX P2 trials.


Dew's quiz was only made difficult by our suspicion that there must be a trick , a reasonable assumption considering the source. ;-)

The obvious first choice for a doc would seem to be SVR improvement. However , when you consider how tolerability improvements could increase SVR ( through better adherence to dosing schedules ) , as well as bring in more patients ( as those who previously refused treatment due to fear of injections and SEs change their minds ) , it becomes easier to imagine the docs choosing tolerability over SVR.

I don't think those survey results would necessarily translate accurately into real-world sales , but it may excite some investors ( which may have been the intended result in the first place ).

[ghmm]

I am not a big fan of Warburg Pincus either!! I was a TKT shareholder prior to their board members pressing for the sale to Shire (which the then CEO Michael Astrue was highly outspoken against and resigned over). I think that is a real possibility now with Gilead (which was looking at InterMunes PI) moving into Pulmonology and Dan Welch having sold one company to Gilead. I think there are a few other "good fits" too. The good thing is Warburg have been holders for a number of years and perhaps they wouldn't consider selling anywhere near current levels!

Dew, I am working on organizing some of my notes for a write-up on ITMN (More the pulmonology side, IPF) then the Hepatology, but give me a few days. Any good message posts to refer to as a guide for a "read me first" (sorry I don't have search I subscribe to SI and can't yet justify paying here particularly since they have the same ownership) or is it better if I e-mail you a word or acrobat document?