Replies to post #85457 on Biotech Values

[mcbio]

Re: VX-813/VX-985/ITMN-191

Don't want to speak for Dew by my thinking is they are dead because of side-effect or viral load reductions not being up to par with competitors compounds in Phase 1-2.

But VRTX doesn't have any clinical data in hand yet to make this call do they? Perhaps they just saw something pre-clinically that caused them to drop the compounds.

It would be huge for ITMN/Roche if BID Telaprevir is a flop and Ritonavir+191 allows for QD dosing (but I'll be happy with lower BID dosing).

That should certainly be a good advantage if all other things are at least equal. How much does Ritonavir add to the cost of treatment? Would 191+Ritonavir QD likely still be cheaper than telaprevir BID or TID?

[DewDiligence]

Addendum to the VRTX addendum: Today’s PR makes absolutely no mention of VX-813 and VX-985, which are purportedly the follow-on PI’s to succeed Telaprevir. Such a noteworthy omission bolsters my contention in the second paragraph of #msg-42917596 that the VX-813 and VX-985 programs are effectively dead.