Replies to post #92173 on Biotech Values

[mcbio]

Re: ACH-2684

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Under the "technical definition," ACH-2684 is protease or protease-like, but it is very different structurally and in terms of its activity compared to other PIs.
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hmm - what could this novel structure possibly be? already both linear (telaprevir) and macrocyclic proteases (itmn, idix) are in the clinic..and in terms of activity you now have a protease that has pan-genotypic activity (idix-320) - so what left is there in terms of differentiated activity for a protease?

As Dew has indicated before (#msg-46161472 ), it's possible that ACHN management is just hyping what is otherwise a regular PI with several desirable characteristics. I don't know. But, at this point, to me it's really ACH-1625 that's the main near-term value driver. If 1625 rounds out the Phase 1b trials with good results and ACHN lands a significant partnership with a major player as a result, then I think 2684 could be viewed as icing on the cake in some regards. If 1625 has a safety signal or otherwise disappointing results, or if ACHN can't land a partnership for 1625 without going into Phase 2 on its own, then 2684 takes on much more importance in my mind in the near-term.