Replies to post #116923 on Biotech Values

[oc631]

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?

The market is yawning and looking past INFORM. The bid dosing and lower efficacy of RG7128, not safety, are the issues here. The safety issue, as you well know, is coming from RG7227 which unfortunately Roche chose to license and partner with RG7128 in INFORM.

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.

There isn't a need to do company searches because currently there isn't a small to mid-cap company out there that has such overwhelming leverage over how the future of HCV therapy will unfold. Telaprevir and boceprevir are only add on therapies to SOC. And it's all they will ever be (sorry not looking for another discussion on this). The nuke analogs in VRUS' pipeline so far have only demonstrated desirable characteristics which other classes can't match in total. If you need an example of how this may all play out look at the success of GILD.

One more thing. You seem to be real caught up in this personality issue with Schaefer Price. I met him myself and he's one of the nicest, most intelligent, and honest guys you will ever meet (very unusual for a CEO). Could it be you are as wrong about him as you have been about this stock?