Biotech Values

[gofishmarko]

>> Any comments on the thread in #27968? <<

Dew,

I'm not sure what part of the thread you're looking for comments on. If NM283 were to be limited to the role of replacing ribavirin it would still likely be a major market success because , at present and probably for some time going forward , ribavirin is an important part of therapy. As you said , it has some nasty sides , so a more tolerable substitute would be great. Cost/benefit analysis will be paricularly important in this case , obviously.

As to comparing the incremental .2 log drop of riba to the 1.0 log drop of NM-283 , I would also question how the comparison was made , but I'm not impressed with 1 l-log drops unless you're talking about patients with 1-log viral loads.

Although there is debate about the importance to its MOA , riba is known to have immune-modulating effects that , to my knowledge , haven't been similarly demonstrated in NM-283 , so I doubt that riba would be displaced entirely , even if its low cost didn't influence the decision.