COLY webcast notes from Bear Stearns re Actilon in HCV:
1. All told, 200 patients have been treated in Actilon trials to date, some for as long as 40 weeks.
2. SVR data for the 20 continuing patients (out of a total of 74 patients) in the phase-1b relapsed-responder trial will be available in 1H07. (12-week data for this trial were reported in Apr 2006: #msg-10881211.)
3. Some 12-week interim data from the lead Actilon trial, the phase-2 for null responders, will be available by the end of 2006. (This is the most challenging HCV indication—one which no other company has yet tackled.)
4. “Stay tuned” for plans in the treatment-naïve setting, which will be announced at an upcoming scientific conference. COLY has not yet undertaken any trials in this setting.
-- p.s. There was discussion, but no updated info, on the PF-35 12676 NSCLC program being conducted by PFE.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”