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mcbio

01/04/11 8:49 PM

#111897 RE: DewDiligence #111885

There is no partner because ANA598, an HCV non-nuke, has no redeeming value, IMHO.

And we continue to be in agreement here. Pre-existing questions about a drug that is in one of the least desirable HCV drug classes (at least if you believe IDIX's presentations) is not a good thing.

On a more positive note (or at least I hope), what do you think of what I posted in #msg-58253083 regarding what the Seeking Alpha author infers from ACHN presenting at APASL next month? Basically, he's inferring that the ACH-1625 28-day Phase 2a data is likely to be positive since ACHN is presenting at the conference. I don't know that I entirely agree with everything that he says in the article as I don't think it's clear from what was posted in #msg-57411658 that ACHN is presenting Phase 2a data at the conference. I think they're presenting more detailed Phase 1 data for 1625 based on how I interpret their release. But, I guess the point still remains that, if they were seeing some safety issue in the Phase 2a trial, what sense would it make for them to agree to present data at a conference for a flawed drug?