Biotech Values

[dewophile]

i don't know. i see your point but then again these combos will eventually be done, and a rare idiosyncratic reaction could always happen at any time which will weigh heavily on commercial potential, whether pre or post-approval..granted if it is going to pop up you'd rather have the drug already approved and then black box it (but if serious enough to halt a trial might be serious enough to pull from market)...but i also think you have to keep in mind there is tremendous experience using protease-polymerase combos (albeit in a different indication - HIV, and not in combo with immunomodulators), but still there is a track record here that probably lowers risk, and if safety profiles, metabolic pathways, and complementary MOAs exist I think the risk is rather minute (at least for some serious deal-breaker type side effect)..and if it represents the best way forward for probably the most significant subset of the HCV market in terms of unmet need (which will weigh favorably with the FDA) I wouldn't be surprised to see it happen despite the very valid concerns and arguments you raise