Biotech Values

[iwfal]

The zymo hcv data is extremely powerful (albeit with the caveat that it is unrandomized and in relapsed responders).

The mean viral load reduction in HCV in the most potent arm (1.5 QW) was 3.6 log (see caveat below). Earlier I propounded that anything significantly over 2.0 at 4 weeks was excellent. This, if it holds up, is way(!) beyond anything I expected. (It'll be interesting to see was 3.0 QW shows)

Note that somewhat strangely the PR talks of mean max viral load reductions being 3.6. And that, being a non-standard metric and possibly contaminated by the transient spike down (at day 4), comes across as a little exagerated. However the presentation actually shows that in all but one patient it is clearly true that the max viral load reduction is on day 29 (and for the remaining patient the graph doesn't have enough resolving power to tell - but regardless it won't significantly effect the 3.6 because the difference, if any, is small.) I suspect that the mean max language is a hold over from the early abstract, which dealt only with Q2W.