Here is where VRTX showed their hand on a potential for dual-nuke (a PR dated Dec 9):
"ALS-2200 and ALS-2158 are highly potent pan-genotypic nucleotide analogues that appear in in vitro and non-clinical studies to have a high barrier to drug resistance and the potential to be dosed orally once-daily. Both compounds are designed to inhibit the replication of the hepatitis C virus by acting on the NS5B polymerase. Each compound is structurally distinct and has its own unique mechanism of action, which supports the potential for developing these compounds together as a dual nucleotide regimen and as part of combination therapy regimens, including regimens with INCIVEKTM (telaprevir) and VX-222. Data from in vitro studies showed that both ALS-2200 and ALS-2158 had a synergistic effect when combined together and with INCIVEK and VX-222. Additionally, in those in vitro studies, both compounds showed antiviral activity across all genotypes, or forms, of the hepatitis C virus, including genotypes more prevalent outside of the United States."
I agree with you on the street valuation of IDIX and INHX dropping significantly due to PSI-938. That's the way the street works. They will need more data before someone swoops in to grab them for sure. However, if I was a bit more liquid, I would place a bet on both... 50/50 between them. Just not convinced quite yet in their demise.
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