Replies to post #90770 on Biotech Values

[DewDiligence]

VRUS says “will,” ITMN says “may,” Roche says potato and I says poTAHto… Seriously, the language in VRUS’ PR, although it uses the word will rather than may, is not all that encouraging vis-à-vis the prospects for ITMN-191. Here’s one of the sentences you highlighted:

Roche is continuing to conduct dose ranging safety and efficacy studies of RG7227, and has announced a consequent delay of the INFORM-3 clinical study.

Roche could simply have said that they need to ascertain the dose(s) of ITMN-191 to take into phase-2b, but the sentence quoted above (which VRUS presumably copied verbatim from Roche) leaves the reader wondering if Roche thinks ITMN-191 has any window at all in which it is both safe and effective.

[DewDiligence]

From today’s ITMN CC: The start of the INFORM-3 study testing the all-oral combination of ITMN1-191 (a/k/a RG7227) and RG7128 is “delayed” until 1H11.

As previously posted in #msg-46797334, I doubt that INFORM-3 will actually be conducted and I doubt that ITMN-191 has much of a future.