Biotech Values

[DewDiligence]

>VRTX – It seems to me adoption would require a sig higher SVR over 12 months or at least comparable SVR over a shorter course SOC.<

Agreed that it’s a tall order. In VRTX’s favor is the fact that 72 weeks of treatment is considered the current SoC for at least part of this patient pool: the non-responders to first-line therapy. The longest Telaprevir-based arm in PROVE-3 is 48 weeks (24 weeks of T followed by 24 weeks of SoC).