Replies to post #105717 on Biotech Values

[DewDiligence]

Here’s a contrary opinion on ITMN-191 a/k/a RG7227/danoprevir from the VRUS board (#msg-55248220):

My feeling now is Roche is completely committed to INFORM (RG7227/RG7128) and you will see them moving aggressively forward with lower doses of 7227 to avoid toxicity. Nobody has better insight into the capabilities of this drug in combination with RG7128.

Well, that’s what makes a market! For reasons previously stated, I would be willing to bet money that RG7227 will not make it to phase-3 as either a component of an all-oral regimen or an addend to SoC.