Avid Bioservices Inc (CDMO)

[jazzbeerman]

katie, and another thing - :)


When you and I speak of treating coinfected people, we're not on the same page...

re: "Wrong. HCV advocates are hopeful that IDIX's and VRTX's HCV drugs will eventually be tested for coinfection ONCE they have proven safety and efficacy."

Katie, when I say "nobody is going after both" I'm not talking about the possibility of safely treating coinfected patients with a protease inhibitor for one, or the other, or both viruses, in coinfected people...

I'm talking about one drug as therapy for both viruses.

Do you begin to understand the unique issues involved with the future pricing of bavi?
- and that the quote below which you originally laughed at and tore into, (because you must have misinterpreted it), is logical and accurate?

Analysts do not get excited about the HIV market on a stand-alone basis, but ANALYSTS LOVE THE NUMBERS THEY SEE FROM A DRUG THAT COULD TREAT CO-INFECTED PATIENTS.


As for your mention of other drugs treating HCV in coinfections, a more apt comparison would be interferon therapy (Alpha-2B), which has been found to be no different in HCV SVR outcome on coinfected patients- as long as they weren't "chronic",(CD4+ T cell count <200)...




j