>What size opportunity do you think will be there for itmn if they follow telaprevir by a few years?<
Depends on the data. If ITMN-191 is clearly better than Telaprevir in terms of efficacy or tolerability, it will likely capture most of the Telaprevir business.
>I think there's a bit more risk to itmn-191 than ranking it 2nd. I'd be more comfortable with it once it clears p2.<
Well, the protease-inhibitor MoA has already been validated, which lowers the risk substantially. Which drug(s) would you rank #2 (i.e. just below Telaprevir and Boceprevir in the ranking)?
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