Replies to post #112080 on Biotech Values

[ghmm]

I find the Q1 11 timetable aggressive since I would expect the trial to be ritonavir boosted. I believe Roche (or perhaps it was InterMune) said further INFORM trials would be longer in duration so I figured Roche would want a bit more data before initiation. I haven't kept up with things to know exactly where 191 was at but I certainly hope it gets started before Teva gets a generic Lovenox approval :-)[which of course I hope doesn't occur].

[mcbio]

Is RG7227 (a/k/a Danoprevir/ITMN-191) back on the front burner? I’ll believe it when I see it, but the timeline bullets at the end of this PR say that the IFNORM-SVR trial is expected to start during 1Q11.

This is just VRUS giving their guidance on what they expect Roche will do. Keep in mind that a very recent Roche presentation made no mention of Danoprevir (#msg-57591630 ). I'd rather hear it straight from the horse's mouth before I have any confidence that Danoprevir is moving forward.

(Perhaps the INFORM-SVR trial will start in earnest when Teva gets FDA approval for generic Lovenox :- )

I'm guiding for about the time ANA598 is partnered with a big pharma.

In terms of the data on VRUS' nukes, are you surprised that the stock ended down on the day after this news? Continued progress in the clinic for VRUS, although the big news will be the DDI data coming this quarter.

[DewDiligence]

VRUS Starts Second-Line Phase-2b of PSI-7977 for Multiple Genotypes

[This trial is more of a phase-2a than a phase-2b in terms of its duration and its non-SVR primary endpoint, but it’s more typical of a phase-2b in terms of overall size (325 patients). One of the trial arms tests PSI-7977 ± ribavirin for 12 weeks after an initial 12 weeks of PSI-7977 + SoC. The 200mg dose, which was used in VRUS’ first-line phase-2b trial along with the 400mg dose (#msg-53827604), is absent in the second-line trial described here. VRUS is also running a 40-patient first-line phase-1b/2a trial in genotype-2/3 patients (http://investor.pharmasset.com/releasedetail.cfm?ReleaseID=536755 ).]

http://finance.yahoo.com/news/Pharmasset-Initiates-Phase-2b-prnews-2806316246.html?x=0&.v=1

›March 30, 2011, 6:45 am EDT

PRINCETON, N.J., March 30, 2011 /PRNewswire/ -- Pharmasset, Inc. (Nasdaq:VRUS) announced today that screening has begun in a Phase 2b study of PSI-7977, a nucleotide analog polymerase inhibitor for the treatment of chronic hepatitis C (HCV). The trial will evaluate PSI-7977 400mg QD with pegylated interferon and ribavirin in patients with HCV genotype 1, 4, 5 or 6 who have not been treated previously.

"We are encouraged by the early efficacy and safety data being generated with our nucleotide analogs, PSI-7977 and PSI-938," stated Michelle Berrey, MD, MPH, Pharmasset's Chief Medical Officer. "The ATOMIC trial is designed to explore 12 and 24 week durations of PSI-7977. The potency, high barrier to resistance, and consistent antiviral activity across genotypes provided the data to support an interferon free dosing period in this trial, as well as enabling us to enroll multiple genotypes in this trial."

About the Phase 2b ATOMIC Trial

This Phase 2b trial is planned to enroll approximately 300 patients with chronic HCV genotype 1 who have not been treated previously. The primary endpoint of the trial will be the safety and tolerability of PSI-7977 in combination with peginterferon and ribavirin over 12 or 24 weeks. The trial will be conducted in the U.S. Patients will be randomized (1:2:3) into the following arms:

• PSI-7977 400mg QD with peginterferon and ribavirin for 12 weeks;

• PSI-7977 400mg QD with peginterferon and ribavirin for 24 weeks;

• PSI-7977 400mg QD with peginterferon and ribavirin for 12 weeks, followed by either PSI-7977 400mg QD monotherapy for 12 weeks or PSI-7977 400mg QD plus ribavirin for 12 weeks [i.e. a second randomization to either PSI-7977 ± ribavirin during weeks 13-24].

HCV GT1 patients will be stratified by IL28B status and baseline HCV RNA to ensure balance across cohorts. An additional 25 treatment-naïve patients with HCV genotype 4, 5, 6 or indeterminate genotype, will receive PSI-7977 400mg QD with peginterferon and ribavirin for 24 weeks.

Additional details on this and all Pharmasset trials can be found at www.clinicaltrials.gov.‹