The results look very impressive at this stage and the doses seem remarkably low!
HCV was a not my primary reason for investing in ITMN and the landscape seems more and more competitive with each passing day (not the type of market I tend to invest in). That being said ITMN still has a couple advantages one of the strongest remaining is its partnership with Roche and them having a polymerase to potentially combine with InterMune's Proteases. While its still early, the selectivity of 191 may still be a factor as safety and tolerability become more of an issue. I don't think Vertex/SGP will get the entire boatload of patients in 1-2 years. Plus the rash issue is understated by Vertex longs IMO. Yes it is a severe disease and the trade off may be a small factor, however if there is a choice of two (or three) therapies one with and others without if all other things are equal I think they lose quite a lot of market share.
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