RE: TTH and Hep C
Although Dr. Cruz did not mention exact names, his explaination of the reasoning behind writing off MS-IET included the impending approval of a new MS Drug. MS-IET was another Interferon Piggyback.
The analysts that have, in your words, canned HCV-IET will have adjusted their targets in Mayish and HCV-IET will not be reflected in their valuations anyways so writing it off would not affect their outlook whatsoever. I think there could still be hope for HEPC but as I said before with every passing month that hope fades more and more. The 12 week results were very compelling for the patients in the study all of whom had failed to respond to any other drug regiment including the combination drug therapy Pegylated Interferon/Ribavirin and had NO HOPE left whatsoever. Nowhere else to turn! However the drug development world is fuelled by the bottom line and so far no negotiations have resulted in any sort of agreement.
Theres no doubt the money is in AD and DB but HCV-IET could save a lot of lives.
I too am curious if Novo will further INT but at this time they only have E1-INT and it would take an expanded agreement for them to acquire the rest of the INT portfolio. I think they're probably after G1 though which is slated for Phasell even before GLP1-INT is to begin!!
They conducted the Phasel's on G1 so they know the Data......