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Replies to #60866 on Biotech Values
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tony111

04/01/08 11:16 AM

#60867 RE: DewDiligence #60866

ZGEN CEO and CSO bought shares 1 week after they began treating patients with interferon lambda. I will like to speculate their strong confidence is due to postive preliminary interferon data.
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ghmm

04/01/08 11:17 AM

#60868 RE: DewDiligence #60866

FYI the ITMN-191 1B trial was placebo-controlled
http://phx.corporate-ir.net/phoenix.zhtml?c=100067&p=irol-newsArticle&ID=1055713&highlight=

Initial reaction the news release offers may potential avenues going forward. DIdn't get to hear all of the call yet but did hear about combining small molecules and possible coformulations. I See Pharmaset is up a fair amount today, if R7128&191 are combined safely Roche's position in HCV would be hard to match.

The past comments about low dose have an added clarity now that they are taking about QD potential