Biotech Values

[DewDiligence]

Re: Tyzeka competition

[Reposted from Yahoo, in reply to ‘flatlander.’]

>Anyone have any insights on how the trials for viread and clevudine are going? How real is the potential near term threat from additional HBV drugs reaching the market which might be deemed more effective?<

Viread, like Hepsera, is a nucleotide (rather than a nucleoside) analog. The future of HBV therapy is likely to be a regimen including one nucleoside and one nucleotide (#msg-14548291), and hence Viread may be more complementary to Tyzeka than competitive.

Clearly, the main competitor to Tyzeka is Baraclude. Perhaps Clevudine deserves to be considered a bona fide competitor; however, it’s a little early to say because Clevudine is not yet even in phase-2 in the U.S. and its sponsors (Phramasset and Bukwang), to my knowledge, never released the complete data from the Clevudine trials in Korea.

In any event, I think my Tyzeka forecast of 33% market share in 2010 (#msg-14289297) is low enough to allow for some uptake by newly approved HBV agents, should there be any.