Biotech Values

[DewDiligence]

Handicapping VX-950 (new survey):

>I'm assuming the listed outcomes could also refer to the triple therapy results, i.e. VX950 + ifn + riba, so with that qualification…<

Thanks, gofishmarko, for breaking the ice. Since the VX-950 patients in the combined PROVE-1/PROVE-2 trials receive several different treatment regimens (some get ribavirin and some don’t; there are various lengths of SoC continuation following 3 months of VX-950 therapy), let’s make the simplification that our handicapping pertains to the 420 patients in these two trials who receive VX-950. (I think this is the way Josh Boger intended his SVR comments on the GS webcast to be interpreted.)

Since people seem reluctant to speak out, I’m making this into a survey where people can answer anonymously. (The survey is dumbed down in that it does not ask for probabilities.)

Q: What is your expectation for the sustained virologic response (SVR) rate for treatment-naïve, genotype-1 HCV patients who receive VX-950 in VRTX’s PROVE-1/PROVE-2 trials?

a) Less than 65%
b) More than 65% and less then 85%
c) 85% or more

Please see message #30264 (#msg-11635070) and message #29143 (#msg-11248731) for background info.

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