Replies to post #91354 on Biotech Values

[mcbio]

Re: ACH-1625

500 bid should be amenable to coformulation, particularly if the second compound has an even lower dose. if it ends up as a QD formulation and they need 1g a day it's not going to be easy though, especially if it ends up as a 3 drug combination

The final cohort of the Phase 1b is supposed to be testing ACH-1625 at a BID dose lower than 500mg so perhaps ACHN will find sufficient efficacy for ACH-1625 at 400mg BID (or even lower). With respect to the QD dose, since they're testing lower than 500mg BID (1000mg total daily), I think it's clearly possible that the compound will show sufficient efficacy at a QD dose of less than 1000mg (i.e., perhaps 800mg QD?). We shall see.

I do feel a little more comfortable with my IDIX investment just because they have so much more going on given HCV compounds across all classes and a much more legitimate HIV shot on goal compared to ACHN. Of course, IDIX trades at about twice the market cap of ACHN ($180M vs $90M) so one could argue that is all factored in to the valuation difference. I do like both stocks though at current levels.