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DewDiligence

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DewDiligence

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Re: dewophile post# 182286

Tuesday, 09/30/2014 4:23:21 PM

Tuesday, September 30, 2014 4:23:21 PM

Post# of 253354
Agreed—I figured MRK would pull back to some degree on the 2-DAA (PI+ NS5A) HCV program after acquiring IDIX. Instead, they have undertaken a fairly robust phase-3 program for the 2-DAA regimen that will incur a material cost even for a company as large as MRK.

Moreover, there must be something concerning in the tox profile of the 2-DAA combo or MRK wouldn’t be singling out patients with the blood disorders enumerated in the ‘NCT02252016’ trial (h/t jq1234).

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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