Replies to post #116921 on Biotech Values

[ghmm]

I welcome the skepticism. Roche bailing on INFORM would be a non-issue

I don't expect Roche to bail I still believe in INFORM, I was an ITMN long :-). Was more pointing to plenty of risks. I think if Roche bailed it would be more than a non-issue even if one doesn't believe it was their best compound it brings more questions to the company and their ability to get past small trials. What if Roche bailed and said because of safety concerns? Didn't 7128 have QT issues in Monkeys? I don't follow VRUS as close as you (or many others) but isn't one (or more) of their earlier programs just a Prodrug version of this drug (7851?). I would be very concerned if that is why Roche bailed!

Point to another small/mid-cap. bio discussed on this board that doesn't run the same risk.

Since I am lazy :-) I will turn the question around. Point to me a company which does not even have full Phase 2 data in any of their programs (with significant ownership interest; I used the word significant ownership since I don't put 7128 in the category and by your non-issue comment I take it you do not as well) with a 2.5B market cap. Oh and BTW in a crowded field.

Glad you welcome skepticism :-)