Replies to post #86502 on Biotech Values

[DewDiligence]

The PI’s shown on ACHN’s webcast slide were Telaprevir, Boceprevir, ITMN-191, and TMC435. The other PI’s mentioned in the “HCV: Most Likely to Succeed” post that are clearly ahead of ACH-1625 are:

• BI’s BI 201335: #msg-42086185, #msg-33564560;

• MRK’s Narlaprevir (f/k/a/ SCH 900518): #msg-43169835, #msg-34338549;

• MRK’s MK-7009: #msg-34337398, #msg-34335327.

The PI’s listed in the “Most Likely to Succeed” post that are behind ACH-1625 or are at roughly the same stage of development are:

• BMY’s BMS-650032: #msg-40361108;

• ABT’s ABT-450 #msg-35708745;

• GILD’s GS9256: #msg-42717806;

• IDIX’s IDX316 #msg-34337398, #msg-34335327.

I’m not including VRTX’s VX-813 and VX-985 in the above list because I don’t think these programs are genuinely active (#msg-42917596).

p.s. That makes 12 PI's in all (14 if you count VX-813/VX-985). No matter how you slice it, it's a crowded arena.