From the webcast it sounds like GSK is in fact hoping to start a phase 3 in the subgroup of patients that had low baseline SAg levels and 16% cure rate. We'll see if FDA is on board. On the one had this is more than triple the efficacy w interferon therapy with much better tolerability - OTOH 16% leave a lot to be desired (not to poo poo the data - this is an achievement and probably the most promising asset anyone has in HBV, but it really could use a boost here - maybe GSK will in license or buy ENTA since they don't have a core inhibitor?! I'm genuinely curious if they see any synergy w sequential intereferon therapy early next year)
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