Replies to post #85736 on Biotech Values

[ghmm]

ITMN/VRUS/Roche:

For those interested InterMune has a slide presentation on their website
http://phx.corporate-ir.net/phoenix.zhtml?c=100067&p=irol-irhome

Pharmasset also has one from last night but theirs focuses on more then just INFORM

[dewophile]

HCV STAT-C combination therapy

"The companies announced today that a Phase 2 program of multiple studies will be initiated by Roche in the first quarter of 2010. "INFORM-2" will investigate rapid virologic response (RVR) provided by twice-daily dosing of RG7128 and RG7227 alone, in combination with pegylated interferon alfa-2a, ribavirin, and in combination with both pegylated interferon alfa-2a and ribavirin. Longer term studies evaluating sustained virologic response (SVR) are anticipated for the first half of 2010."

sounds like the next phase will also have a SOC "consolidation" after looking at 28 days of dosing in one of four cohorts - all oral combination therapy, with rib, with inf, with both, and perhaps the first truly all oral therapy starting midyear (based of course on how the 28 day trials fare)