Biotech Values

[DewDiligence]

>If the boceprevir svr rate ends up 20 points higher than the control arm, then i think it suggests that the sgp peg is less effective than the roche peg, and that would not be good for boceprevir, since sgp will never use the roche peg in a boceprevir trial. Its hard to see boceprevir ending up the winner.<

Measuring the delta SVR of the active arm relative to the control arm removes any bias stemming from possible differences between Pegintron and Pegasys. Your argument suggests a lack of objectivity about the competition.

p.s. I stand by the comments in #msg-28865149, which you may want to revisit.