Biotech Values

[ThomasS]

I "assume" and "believe" little. The only quantitative measure that matters is SVR, any way that folks want to spin it. Any "suggestions" or "observational theorems" made in regards to RV clearance are purely irrelevant in the larger context.
SVR is the only measure of cure rate.

Of course, Big Pharma and investors in the HCV space will grasp at any interim data apples-to-oranges measures... short of SVR data.
Basically, companies are quick to trumpet that their respective drug candidate scored a first round knock-down of their HCV opponent with resultant standing 8-count. But who cares when the opponent came back to win a 15-round split-decision? It's either knock-out your opponent at some point or win a unanimous decision at the end of the 15 rounds (discovered at the plus 6 month point.)
At least VRTX can state unequivocally: "Our fighter can knock out your fighter within 7.5 rounds 60% of the time."