Initially, I shared your thoughts as well. But, I did a quick Google search and I believe I found genoscience's Web site at http://www.3dgenoscience.com/ . Although it admittedly appears to be a bit outdated, all their Web site refers to are HCV PIs. Perhaps their approach is some type of modification on a typical PI, but by and large it still sounds like this licensing deal is effectively for a PI. Perhaps this is an uber-secret PI like ACHN's ACH-2684 (I'm being facetious of course. See #msg-46028739. )
Looked at the few publications they have. They were studying the molecular mechanism of HCV NS3-4A resistance to PIs. So, my guess is they either used their knowledge to design a PI candidate that can overcome resistance or some new molecule that helps circumvent resistance to PIs or some new unrelated MoA to be used in combo with current approved anti virus treatment. I now tend against the first.