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Replies to #45544 on Biotech Values
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DewDiligence

04/22/07 4:40 PM

#45553 RE: upndown1313 #45544

>VPHM polymerase (HCV-796) is now in lead relative to other polymerases…<

HCV-796 has clearly gained ground relative to NM283 and R1626, but it is not yet in the lead. NVS and IDIX hope to have NM283 in phase-3 late this year or (more likely, IMO) early in 2008, pending a positive outcome in the drug-interaction study with ribavirin that is finishing up now. Even an early 2008 start would leave NM283 ahead of HCV-796.