Biotech Values

[willyw]

To compare to Sov-Velpatasvir here it is from Gilead;

http://www.gilead.com/news/press-releases/2015/9/gilead-announces-svr12-rates-from-four-phase-3-studies-evaluating-a-oncedaily-fixeddose-combination-of-sofosbuvir-sof-and-velpatasvir-vel-gs5816-for-the-treatment-of-all-six-hepatitis-c-genotypes

(Note; Geno-3 95% SVR, 12 weeks, w/ 30% cirrhosis in cohort)

(I do not know the percentage of treatment experienced, nor the type of treatment; DAA or non-DAA)

Abbvies 2nd gen;

https://news.abbvie.com/news/abbvie-presents-new-phase-2-data-for-investigational-once-daily-ribavirin-free-pan-genotypic-regimen-abt-493-and-abt-530-for-hepatitis-c-genotypes-1-6.htm

GT-3 non-cirrhotic naives; 8 weeks- 97% SVR
GT-3 cirrhotic naives; 12 weeks 100% (with or without RBV)



http://www.natap.org/2015/AASLD/AIME201512010-M151000copy.pdf
Sofosbuvir With Velpatasvir for Treatment-Naive HCV-Infected Patients

" In the VALENCE trial, treatment-naive noncirrhotic pa-
tients with genotype 3 infection who received sofosbu-
vir and ribavirin for 24 weeks had an SVR12 rate of 95%,
which is similar to the 93% rate we observed in patients
receiving sofosbuvir and velpatasvir, 100 mg, for 12
weeks"(13)
===================
(My comment~W)
This was from an earlier trial where they were still testing dosages. Subsequent outcomes appear to be better.

The treatment seemed to be susceptible to NS5a RAVs which were present, in spite of the fact this was a treatment naive trial.

Yes, there is a lot of market in G-3, but I think it should dry up in the USA for daclastasvir w/ USA FDA SOV/VEL approval. It will take some time to work into EU and other countries, however.

Looks like a strong program, very comparable, possibly better than Gileads. The data is still very light and there are many things not yet known. It will be interesting to see the market reaction.