Replies to post #102186 on Biotech Values

[DewDiligence]

I addressed both the bull and bear case on the VRUS MB.

Not really—you neglected to mention the bearishness of Roche’s not immediately advancing to phase-2b.

Many of us weren't sure if Roche would move forward with this study.

No—the ITMN-191 study you must be thinking of is the phase-2b in genotype-2/3 patients that has been “delayed” by Roche until 2011 (#msg-53150504).

The study ghmm cited in #msg-53603536 was not previously discussed on this board because no one here had an inkling that Roche would run yet another small PK/safety study.