Biotech Values

[jawwx3]

The R1626 arm has 31 patients, the control arm 20, so each patient is 3.22% and 5%, the nuetropenia was 39% in the R1626 arm, 10% in the control arm, and 48% and 78% in the two other R1626 arms. The 490 patient phase 2 R1626 study now underway has 48 weeks of treatment in all arms, with R1626 being given for the first 24 weeks. Roche is going to need a cure rate in the 70's, i think, to make it worth going though 48 weeks. I mean, if roche ends up with a cure rate in the 60's with 48 weeks, and vertex ends up with a cure rate in the 60's with 24 weeks, than i think 24 weeks wins. Roche has a high bar to get over.