News Focus
News Focus
Replies to #60870 on Biotech Values
icon url

ghmm

04/01/08 5:27 PM

#60917 RE: DewDiligence #60870

On a Vertex call (my memory is not that good but I believe it was at the SIG conference) they pointed out some reasons why they believed Boceprevir results were cherry picked (my words) because of the way they prescreened.
icon url

DewDiligence

04/16/08 6:17 PM

#61482 RE: DewDiligence #60870

HCV: Most Likely to Succeed (IMHO)

[Removed entry for HCV-796, which is now
officially dead. (I had previously listed it in
the bottommost rung on the ladder.]



The following paragraphs are in descending order of likelihood of success. (Paragraphs 6 and 8 are “catchall” groupings that do not explicitly mention all of the applicable drug candidates within the grouping.)

1. Telaprevir (VRTX/JNJ; phase-3): #msg-26228377.

2. ITMN-191/R7227 (ITMN/Roche; phase 1b): #msg-28091523; and Boceprevir (SGP; phase-2): #msg-23788779.

3. Locteron (OctoPlus/Biolex; phase-2), a long-acting interferon made in transgenic plants: #msg-26612906.

4. Various oral agents in phase-1 or phase-2 trials that use an established MoA. These include TMC435350 (Medivir/JNJ; entering phase-2): #msg-24754963; R7128 (VRUS/Roche; phase-1b): #msg-25785397; and R1626 (Roche; phase-2): #msg-24230355.

5. The “other” interferons: Albuferon (HGSI/NVS; dose reduced in phase-3): #msg-26199740; IFN-alpha-XL (FLML; phase-1): #msg-24008801; and IFN-Lambda (ZGEN; phase-1): #msg-16610804. I’m excluding MAXY’s Maxy-alpha, which has been on life support since Roche dropped the program: #msg-24801678.

6. Miscellaneous very-early-stage compounds that use an established MoA; e.g. IDX184 from IDIX: #msg-25802238, #msg-25836105.

7. GS9190 (GILD; phase-1), which has caused QT-prolongation: #msg-24268443.

8. Miscellaneous early-stage compounds that use novel MoA’s; e.g. Sirna-034, now owned by MRK: #msg-12665661.

JMHO, FWIW