I bought more ENTA a few weeks ago on the strength of AASLD abstracts, then more yesterday on the strength of the late breaking abstracts.
In a nutshell, it looks to me more like a duopoly between Gilead and Abbvie/Enta. So far, I am not seeing compelling evidence on the Merck (IDIX) or JNJ (ALIOS) nukes.
IF you look at a one year chart you'll see ENTA shares slid prior to AASLD, and picked up about the 1st of november. Shares could be soft for the next week or so, but I expect them to climb pre AASLD.
I don't know if anyone has mentioned the Abbvie ist gen combo with Sovaldi? It looks like it could be a potential off label treatment for RAV resistance/past DAA failures.
Who else has a promising treatment for these with currently approved drugs?
Think about the off label use of Sovaldi and Simeprevir.
This treatment also seemed to be pretty effective in G-3
LB-16 High Rates of SVR in Patients with HCV Genotype 2 or 3 Infection Treated with Ombitasvir/Paritaprevir/r and
Sofosbuvir with or without Ribavirin
Although in small numbers the results were 100%; complete SVR-12 data will be revealed at AASLD
LB-20
Retreatment of HCV Genotype 1 DAA-failures with Ombitasvir/Paritaprevir/r, Dasabuvir, and Sofosbuvir
Once again; very small numbers, but what looked like 100% cure rate, for what seemed to be a decent cross mixture of past DAA failures.
I'm wondering, if this was to get the kind of traction that Sovaldi and Olysio (simeprevir) got, this could become a potential new area of income?
Here's on final comment/query.
IF the 1st gen with Sovaldi is that good, what might the Abbvie 2nd gen with a decent nuke do?
Perhaps if I am misinterpreting this, feel free to correct me.
For me, the Abbvie and Enanta data releases look to be some of the best at AASLD in HCV
