Replies to post #91193 on Biotech Values

[ghmm]

I know you are very skeptical of their (InterMune's) program and could very well be proven right. For what its worth (and those of us not sure yet :-) ) the boosting study was initiated before the announcement of grade 4 AE's in the 2B study and the discontinuation of that arm of the study. I realize the company may have been privy to more safety information but actually going back some time on the conference calls (in hindsight) one could tell that they were planning it. There was a call where someone specifically asked and I vaguely recall Dan Welch hesitating before answering that is an option available to them not available to some other PI's (i.e. Vertex). I know it was bought up on a call where there was still talk of Roche improving the formulation somehow and InterMune hasn't talked about doing that in some time (probably at least a year).

From the little that has been released if 191 goes forward qD would seem like it would continue to be pursued (perhaps in addition to BID).