Replies to post #100243 on Biotech Values

[mcbio]

Re: ITMN (in-licensing another drug)

I interpret this as an indication that ITMN itself questions the value of the ITMN-191 program. Why spend more money on a program with a checkered past and a bleak future? Instead, they could use the money to in-license a new compound.

I realize this is likely a bit of a stretch. ; ) But, how about a scenario where ITMN in-licenses ACH-1625 or IDX320? Roche could presumably push for such a scenario because if they were to then partner with ITMN on such a drug, they would forego the expenses that would be due to ITMN for licensing an HCV compound from someone outside of their partnership with ITMN. This is probably moot anyways, because I assume ITMN doesn't have sufficient cash to afford any upfront milestone for in-licensing another HCV PI.