Replies to post #99220 on Biotech Values

[mcbio]

Re: INHX

Yes—all HCV polymerase inhibitors target NS5B. NS5B is a synonym for HCV polymerase.

Ok thanks. I was just trying to see if INHX had an angle to try and differentiate their HCV candidate from the IDIX and VRUS 2nd gen nukes. Absent the differentiation angle, and we've see no reason to date how the IDIX and VRUS nukes need to be improved upon, I think INHX's only hope may be to hope for early clinical success with INX-189 and hope that there is a third big pharma with a critical need for a new nuke. (I.e., I expect the IDIX and VRUS nukes to be licensed well ahead of INX-189). Even then, INX-189 is still going to be way behind in the clinic and likely not differentiated, which is not a formula for success. The only other hope for INHX may be if one or both of the IDIX and VRUS nukes stumble, although that is becoming less likely as these candidates progress further into the clinic.