Replies to post #99211 on Biotech Values

[mcbio]

Re: INHX

Since GS9190 appears to be wanting, to become a serious HCV player GILD will have to either fall back on its three very-early-stage compounds (see first paragraph of #msg-49224935) or build on GS9256 by partnering with a company such as IDIX, VRUS, or INHX.

I can't imagine that INHX is a serious player in the HCV space. INX-189, INHX's most advanced HCV compound (and apparently the only one that they are developing along with some follow-on versions) just recently entered Phase 1 so the company is way behind IDIX and VRUS in the nuke space who already have solid PoC for their respective 2nd gen nukes. INHX would seem like a last resort for a big pharma looking for an HCV nuke option.

Separately, is NS5B the common target of the IDIX and VRUS nukes? That's what INHX claims is the target of INX-189.