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Sunday, November 13, 2016 10:37:46 AM
MRK’s 3-DAA regimen clearly requires 12 weeks of treatment for adequate efficacy in all subgroups except GT1b; here’s the data table from today’s PR—note that all GT1 and GT2 patients were treatment-naïve and that some patients in all cohorts received ribavirin:
Inasmuch as the data in each row of the table are a blend of patients who received ribavirin and those who didn’t, it’s reasonable to presume that the SVR12 rates for patients without ribavirin were somewhat lower than the numbers in the table.
All told, MRK’s 3-DAA regimen does not look especially impressive, and I would submit that MRK did not obtain much value for the $3.9B Idenix acquisition in 2014 (#msg-103051902).
Inasmuch as the data in each row of the table are a blend of patients who received ribavirin and those who didn’t, it’s reasonable to presume that the SVR12 rates for patients without ribavirin were somewhat lower than the numbers in the table.
All told, MRK’s 3-DAA regimen does not look especially impressive, and I would submit that MRK did not obtain much value for the $3.9B Idenix acquisition in 2014 (#msg-103051902).
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