Replies to post #112788 on Biotech Values

[mcbio]

There's still quite a few 2B data releases for RG7128 this year. In the Fall they will release the SVR data for the 12 week Propel study and the 24 week Jump-C study. The SOC treatment failure arm from both studies is still enrolling.

Ok thanks. I thought I recalled slides from one of their recent presentations that touched on 2011 milestones and I don't recall any reference to RG7128 data read-outs but I must be mistaken.

If Roche gives up on INFORM, and lets the market know they have, this could be a chance to get in at a lower price.

Yes, you may be right, although giving up on INFORM doesn't necessarily signal that RG7128 is at fault (I certainly think Danoprevir would be the culprit). But, there still could of course be a negative reaction towards VRUS I suppose, as unfair as I think that would be.

What do you make of the BMY deal with VRUS regarding PSI-7977? Do you think there are provisions in the arrangement that lock Roche out of becoming a potential partner on the drug? Is Roche effectively down to PSI-938 if they want a leading 2nd gen HCV nuke? With this extra cash coming in from the offering announced today, VRUS just picked up even more bargaining power.

[genisi]

First SVR data for mericitabine (a.k.a RG7128 ) for the Jump-C phase 2b study.

http://www1.easl.eu/easl2011/program/Orals/432.htm