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oc631

07/30/12 11:20 PM

#146297 RE: DewDiligence #146290


VRTX reports 7-day monotherapy data on ALS-2220, one of the two HCV nukes licensed from Alios BioPharma in 2011





ALS-2220 is a purine nuke so safety is an ongoing concern. Positive efficacy data from the pyrimidine ALS-2158 would be exciting for VRTX. Suggesting they will partner the drug with Incivek (in GT1) unfortunately will make it hard to take their HCV program seriously.