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Re: DewDiligence post# 704

Monday, 11/17/2014 4:12:32 PM

Monday, November 17, 2014 4:12:32 PM

Post# of 2933
yeah, I saw that.....

....Or that they are looking down the road for the 3rd generation.

I have wondered if they may already have an agreement based on upcoming trial results,( for instance ACHN,) or if they felt they had ample time, of Enanta's nuke. (since it is preclinical, the in vitro still spins off the holes in the coverage; the resistant subspecies- the 20 person Sovaldi trial may suggest which ENTA nuke candidate would be more viable with certain compounds.

I wonder if they are after the remains of what viral subspecies is left before viral clearance? The remaining stragglers will offer a clue as to what compound (that acts against those populations) would be needed for a 4/6/8/12 week treatment with minimal sides.

Recall, the popular camp thinks one pill, one treatment for all genotypes, treatment subtypes. I don't necessarily subscribe to that theory. It's possible, but it may not be the shortest direction. If we don't treat all diseases that way, why should we with HCV? (maybe geno 3 is an exception, but the other geno's are doable w/ one pill one TX) We sure didn't start that way; pharma seems to be making it clear it wants to end with that.
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I am thinking of this as a proxy; not seriously using Sovaldi, but if it came down to it.....
on a side bar.......
Abbvie and Gilead may be able to work out a *gentleman's* agreement with the patent (the so called Abbvie patent trolling) issue and a some extra consideration for a Sovaldi discount. : )

Win win, except for the patent attorneys. : )
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