Danoprevir: It's an opportunistic move. It seems Incivek is nowhere close to approval in China (Didn't we have a bet on this? I remember this now), and would be too expensive for China anyway. A cheaper alternative might be the way to go.
Is Danoprevir (f/k/a ITMN-191) good enough for China?
Count me in the skeptical camp as I think you know my feelings towards danoprevir. I'd love to be wrong given that any danoprevir success in China would benefit ARRY since is ARRY is due royalties on the drug. I'm much more optimistic on simeprevir's chances in China.
P.S. Why does a large firm like Roche need to partner here with a small firm like Ascletis? Doesn't that alone speak to Roche's confidence, or lack thereof, of the opportunity for danoprevir in China?
For what its worth Roche has actually been talking about this for some time. I recall them talking about this on at least one conference call some time ago. Someone with search could look at my posts I may have even posted about that.
I'm not much for investing in HCV (Not that this is a meaningful product for Roche) in general and I especially don't like a business model that is focused on competing on price :-).
Market Data 
Markets 
AI
