Replies to post #69938 on Biotech Values

[DewDiligence]

>Dew when you get time could you comment on post 69811 and 69813? i own both itmn and vrtx. but mrk look like it has a serious threat here.<

I do plan to comment when I’ve had a chance to listen to MRK’s presentation and review the slides. ghmm will probably comment too. Regards, Dew

[ghmm]

I am listening (skimming) through the Merck presentation now. Didn't get to Q&A to see if it comes up there but all they said outside of the slides (below) was no rash. So telaprevir stands alone on that :). It seems to be in the ballpark with current (Phase 1+) Proteases namely (telaprevir, boceprvir and 191). Dew has pointed (#msg-33283588) out J&J's (other) compound which to me is the most impressive revealed to-date because of its extremely low dose. But I am not an HCV guru, if your invested in ITMN I think it'll move more on Pirfenidone results and INFORM results. Proteases seem too competitive (for my taste) INFORM offers something unique.

[DewDiligence]

>VRTX ITMN – when you get time could you comment on post 69811 and 69813.
i own both itmn and vrtx. but mrk look like it has a serious threat here.<

I agree—MK-7009 looks good so far. Please see #msg-34335327 and #msg-34337398. Regards, Dew