News Focus
News Focus
icon url

ghmm

12/16/11 8:32 AM

#133173 RE: kamehameha #133171

VRUS: Maybe it doesn't trigger the "Key product event" but certain "scare the arb event" :-)
icon url

oc631

12/16/11 10:21 AM

#133179 RE: kamehameha #133171

Pharmasset Announces Intent To Amend QUANTUM Trial



This can be looked at as a slight negative for VRUS IMO and terrible news for the other developers of purine nucleotide analogs.

The bad news

VRUS/GILD lost the only drug in the pipeline they could fall back on.

The good news (for VRUS/GILD)

INHX and IDIX are both developing purine based nucleotides like PSI-938 and this doesn't bode well for INX-189 and IDX-184 which is already on a partial clinical hold.

How many developers other than VRUS are working on pyrimidine nucleotides? Alios might have one in pre-clinical or phase 1 testing. Roche has RG7128 which they licensed from VRUS.

This may only enhance the lead VRUS/GILD have in all-oral therapy.
Dew was right. PSI-938 wasn't worth 3 out of the 11 billion GILD is paying for VRUS after-all.