I see three potential drugs. I agree with mdbob that the leading one would be the HCV drug AT26893. They also have developed a IAP inhibitor that goes after two targets. The third one is a METARP2 target.
In discussing the presentation this week, Dr. M stated by EOY, they would have full results on ph2 data on sgi-110. That they would announce at ASH where ph3 will go with this drug. IMHO, they will partner this drug outside the USA. This would share in costs and speed up approvals in other countries. Plus bring in some $$$$.
Oh, my goodness, Dogs are lying down with Cats! The sun is coming up in the West!
Free beer is being served in all of the bars!
You finally made an observation that I can totally agree with!