Replies to post #97209 on Biotech Values

[mcbio]

Re: Roche/HCV partnerships

Now that Roche has licensed ITMN’s unnamed 2nd-generation PI, I think we can exclude Roche from the list of likely licensees for either ACH-1625 or IDX320. Due to the contractual provisions of Roche’s collaboration with ITMN, Roche would have to opt out of the collaboration entirely before it could develop a PI from anyone other than ITMN (#msg-47659855).
Quote:
--------------------------------------------------------------------------------
I know Roche did recently license ITMN's pre-clinical second gen HCV PI (#msg-49783993 ), but do you know when that occurred?
--------------------------------------------------------------------------------

I don’t know exactly when it occurred but, based on the timing of ITMN’s disclosure, I think we can presume it occurred during 1Q10 (#msg-48534406).

Thanks for the info Dew. I forgot about Roche's exclusivity deal with ITMN. Unless this new ITMN 2nd gen HCV PI is very close to entering the clinic, I don't see how Roche wouldn't consider it an intriguing option, given the doubts surrounding ITMN-191, to license a Phase 2-ready 2nd gen HCV PI like ACH-1625 or a 3rd gen HCV PI in IDX320 that will be there before too long (even if that means opting out entirely of its partnership with ITMN). I guess the recent deal for ITMN's 2nd gen HCV PI likely renders this discussion moot, but maybe there's a chance the deal for ITMN's 2nd gen HCV PI occurred early in 1Q10 before the full Phase 1b results were announced for ACH-1625 and before the growing buzz for IDX320.