Biotech Values

[willyw]

Here are the results of Gilead's triple.

http://www.natap.org/2015/AASLD/AASLD_09.htm

Gilead isn't talking about 4 weeks; barely 6 weeks.
Abbvie isn't either; more like 12 and maybe 8.
(I think Abbie will reveal positive G-1 8 week data april-june time frame, possibly sooner if they have a good enough TX for a larger (dedicated or expanded) 8 week trial for G-1's, or other genotypes).

Almost everyone is agreeing that SVR rate is driving approval; not duration.
The difference between 6 and 8 weeks is a lousy 2 weeks; chump change.
However, the difference between SVR rate between 4 - 6 - and 8 weeks of treatment will likely be great.
Given that resistance is an issue for DAA treatment failures, I think that the 95% cure rate bar (unofficial, but observed) for naive/non-cirrhotics may remain.