Replies to post #106392 on Biotech Values

[DewDiligence]

Might Roche have wanted to get out of the [ITMN] exclusivity for more immediate reasons? Specifically I was wondering if they would consider some sort of marketing deal with Vertex where they push Pegasys instead of PEG-Intron.

Roche doesn’t need to ink a deal to push Pegasys instead of Pegintron because everyone (except, of course, MRK) has abandoned Pegintron already.

I still remain in the camp that Danoprevir's still alive

Other than saving face, what possible reason could Roche have to move forward with a product that’s clearly inferior to other HCV PI’s in development?

[mcbio]

Re: Roche pipeline update/Danoprevir

Might Roche have wanted to get out of the exclusivity for more immediate reasons? Specifically I was wondering if they would consider some sort of marketing deal with Vertex where they push Pegasys instead of PEG-Intron... I still remain in the camp that Danoprevir's still alive .

I assume you have packed up your tent given no mention of Danoprevir in any of the 98 slides from Roche's pipeline update. Their slides only reference RG7128 as it relates to HCV drug development in the near-term, though I suspect they may be interested in either licensing an additional nuke and/or PI/NS5A inhibitor.