Replies to post #106309 on Biotech Values

[ghmm]

It may get a (brief) mention since they did the deal recently but I wouldn't count on a whole lot. I recall them having a PDF in the past on when their products where expected to reach the market but didn't find one in briefly looking (maybe they only do that at year end/IR days?)

[DewDiligence]

(VRUS/ACHN/IDIX/etc.)—Roche’s CC comments are evidence (IMO) that the impetus for Roche’s paying $175M to terminate the ITMN HCV collaboration was not developing Danoprevir (ITMN-191), but rather was being free of the contractual constraints of the ITMN collaboration:

http://seekingalpha.com/article/230129-roche-holdings-ceo-discusses-q3-2010-results-earnings-call-transcript

We are very happy to have both the danoprevir rights from InterMune, because very importantly, of course it gives us access to this important new treatment therapy, but importantly it gives us freedom to operate in combining Pegasys with all antiviral agents for the treatment of Hepatitis C. So we have total freedom to operate, and certainly we expect great positive impact on Pegasys.

As stated on numerous occasions, I do not expect ITMN-191 to make it to market or even to advance to phase-3.