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Replies to #63024 on Biotech Values
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ghmm

05/29/08 5:24 PM

#63027 RE: DewDiligence #63024

ITMN:
My take on that is because they (Roche) are working on a sustained release version so one would think/hope that the sustained release formulation achieves better PK then the current formulation.

I found it interesting that on day 15 the study subjects will be given 1 dose of the study drug.

Early this year InterMune said the Phase 2 would start 2nd half this year (Roche leading) I have not heard them mention this since so perhaps they are backing away from that goal. They did say that (at least part of) the 1B combo study would help inform the design of that study.

I think there is a good (50/50+) chance we see Roche initiate a study of some sort with a protease and polymerase late this year (JMHO).

A note to ThomasS on ARRY/ITMN second collaboration which Array was to get a higher royalty on. I think its safe to say it didn't pan out. InterMune (some time ago) said they formula ended the collaboration (met objects). I believe Array was to do the Phase 1 portion before turning it over. InterMune has also signed a number of small agreements to access screens (both hepatology and pulmonology).