Biotech Values

[DewDiligence]

Re: (Non-nuke) HBV players

Other than ENTA, non-nuke HBV players include ABUS, who has an RNAi-based compound called AB-729 (#msg-149497836) that has a distinct MoA from the drug (AB-506) they just killed; ASBM (#msg-148213083); SBPH (#msg-148213028); and JNJ/ARWR, who are also pursuing an RNAi-based approach (#msg-150623753, #msg-143982835). None of these programs is in phase-3 yet, and all of the agents being tested will likely end up in a 2- or 3-drug combination.

I’m generally bearish on the RNAi-based approaches to HBV, including the two mentioned above.

p.s. There are several approved nukes for HBV (e.g. GILD’s Vemlidy) that suppress the virus but don’t eradicate it and hence are not cures.