Replies to post #101430 on Biotech Values

[mcbio]

Re: Who's Who in All-Oral HCV Programs (ACHN)

[Updates:
new entry for ACHN;
new entry for VRUS’ dual-nuke cocktail;
removed entry for GILD’s program, which was dead in the water (#msg-52470566);
added clinicaltrials.gov link for IDX184+IDX320 DDI study.]

Thanks for adding ACHN to this Dew. On an ACHN note, sad to say no partner yet for ACH-1625. I will say, given the prior guidance from ACHN management of starting the Phase 2 trial for ACH-1625 in September, that it's looking more and more like ACHN will be running this trial on its own. That said, I'm not going to get "cute" and sell my shares in anticipation of this and a stock drop as there's still a chance they could ink a deal anytime. If not, and the stock drops to any material degree, I still hope to add to my position.

[DewDiligence]

Who’s Who in All-Oral HCV Programs

[Updated status of IDIX entry.]

 
          Protease     Other      Non-PI    Dosing 
 Company  Inhibitor   Compound    Class    Frequency  Link 
 VRTX     Telaprevir  VX-222     non-nuke    BID      http://clinicaltrials.gov/ct2/show/NCT01080222 
 Roche    ITMN-191    RG7128       nuke     TID/BID   http://clinicaltrials.gov/ct2/show/NCT00801255 
 BMY      BMS-650032  BMS-790052   NS5A      BID      http://clinicaltrials.gov/ct2/show/NCT01012895 
 B-I      BI 201335   BI 207127  non-nuke   TID/BID   http://clinicaltrials.gov/ct2/show/NCT01132313 
 IDIX†    IDX320      IDX184       nuke       qD      † 
 ACHN     ACH-1625    ACH-2928     NS5A       qD      * 
 VRUS       n/a       PSI-7977   nuke/nuke    qD      * 
                     +PSI-938 

*All-oral trial has not started.
†Program on clinical hold pending FDA review of SAE’s in drug-drug-interaction study.