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Replies to #35635 on Biotech Values
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ghmm

10/16/06 5:09 PM

#35636 RE: DewDiligence #35635

Happy Birthday Dew,

Maybe I'll turn some of my ITMN into ihub subsciption (I still don't like paying for both iHub and SI).

Just reading the PRs. It'll be interesting to see some of the details. Some thoughts...
- Class of compounds. Before 191 became 191 it was part of a class of compounds. They are also working on an undisclosed indication with Array (very early preclinical).
-A little suprised that InterMune did not sell off more of the rights. I like the fact that they have flexibility to turn it into a royalty if they want.
-Now Roche and SGP get to keep fighting for another decade :)
-Doubt it but I wonder if PEG-Infergen has any hope (OK this is a long shot) or the possibility of studying Actimmune in combination with Pegasys??

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upndown1313

10/16/06 5:09 PM

#35637 RE: DewDiligence #35635

ITMN: is that correct, the HCV compound is still in preclinical based on website? pretty large upfront payment for such an early compound.