Replies to post #99910 on Biotech Values

[bladerunner1717]

Dew and McBio,

In light of the events with Roche and ITMN's drug, do you see Roche as a potential suitor for partnering IDIX's 184 and 320 (together)?


Bladerunner

[mcbio]

Re: ITMN CC

One analyst asked the above question and the answer was, “No comment.” No guidance as to when the unnamed compound might begin phase-1.

Maybe it was just normal management tone, but that was one of the most uninspiring calls I've listened to in terms of general management vibe.

As far as the comments about the 2nd gen HCV PI, the "no comment" says a lot to me. Giving no guidance at all on the start of Phase 1 tells me that ITMN is not that close to the clinic with the drug. I have to seriously think that Roche is at least considering renouncing the ITMN partnership, notwithstanding the cost of doing so, given that ACH-1625 is ready for Phase 2 and IDX320 is at least in the clinic and working towards PoC.