Biotech Values

[Praveen]

More from the Coley C/C:

(From my scribblings)

The mgmt said today that the fastest way to market for the hep c drug amidst the competition and the bigger oppurtunity they have is rx refractory pts(approx 400000 in US and another 400000 in Europe) and they will try in rx naive pts later.

They have found combination effect and increased efficacy with combo's riba and peg. So they wanna go with the combo and coz the other 2 are inj,I think adding a 3rd one is not a concern.Mgmt have plans to test the oral version in the future but for present they want to take the fastest route to market. They said that they found efficacy with the oral version in preclinical models.

The other good news is they are increasing the hep c drug dose from 0.2mg/kg to 0.5mg/kg in the new trial which they think might show more efficacy.

Praveen