Replies to post #146621 on Biotech Values

[mcbio]

Could there be a fix for BMY’s nuke problem? In the INHX deal, BMY acquired not only INX-189, but also a single-isomer version of INX-189, called INX-005 (#msg-69407640). If the toxicity in BMS-986094 comes from the isomer not present in INX-005, then maybe BMY has a workaround. Not likely, but possible.

Interesting. I forgot about INX-005. I assume it's at least worth a shot and BMY will give it a go given what they plunked down for INHX. I was doing some digging and it sounds like INX-005 is ready for Phase 1. Is that your understanding?

[oc631]

Could there be a fix for BMY’s nuke problem? In the INHX deal, BMY acquired not only INX-189, but also a single-isomer version of INX-189, called INX-005 (#msg-69407640). If the toxicity in BMS-986094 comes from the isomer not present in INX-005, then maybe BMY has a workaround. Not likely, but possible.

GILD also has single-isomer PSI-661 which they picked up in the Pharmasset deal. I'm not sure they would be willing to advance this drug in development after the recent guanosine failures.