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Replies to #89742 on Biotech Values

mcbio

01/28/10 10:31 PM

#89752 RE: DewDiligence #89742

Re: New ACHN HCV program

As previously stated, I think ACHN’s clandestine machinations are silly. The HCV virus has only seven non-structural proteins, which makes it doubtful, IMO, that the undisclosed MoA of ACH-2684 is genuinely new.

What do you make of their language in the PR regarding "optimizing [ACH-2684's] interaction against NS3 protease"? Doesn't that suggest that this compound is another type of protease inhibitor or otherwise some take on a protease inhibitor? Given that the focus of this compound and program appears to be on resistance, and PIs are the HCV class most likely prone to resistance, perhaps the goal of this program is to build a better PI that's less prone to resistance.