Biotech Values

[ghmm]

Esbriet Long Term treatment / IPF

Just to follow up
Here is one study Roche did on long term treatment (I believe there may be more data but didn't look much for it)
https://www.roche.com/media/store/releases/med-cor-2015-09-29.htm

I think for current IPF investors it is more meaningful to focus on whats going on now.
Roche is testing Pirfenidone with their former IL-13 drug (they kept ILD rights)
https://clinicaltrials.gov/ct2/show/NCT01872689

Also while its general thought the two drugs (Ofev and Esbriet) aren't well tolerated (especially together) both companies have run studies combining them. If developing a new IPF treatment you still wouldn't want to be much worse than the combined drugs. I wouldn't want the argument that yes our efficacy is not quite as good but we're much better tolerated (that sounds like a second line argument to me). Here are a couple links on those studies
http://www.atsjournals.org/doi/abs/10.1164/rccm.201706-1301OC
http://www.atsjournals.org/doi/abs/10.1164/ajrccm-conference.2017.195.1_MeetingAbstracts.A5398