Biotech Values

[DewDiligence]

Re: Clevudine MoA

Clevudine does have a different MoA cause it primarily acts by blocking the HBV polymerase enzyme from incorporating nucleosides into a new viral DNA chain, whereas other antiviral agents compete with natural nucleosides for building HBV NDA chain and cause termination of the viral DNA.

Understood; what I’m alleging is that VRUS is exaggerating the practical consequence of Clevudine’s MoA. Rather than the handwaving that VRUS serves up to investors, I want to see hard data that Clevudine is different from other HBV nukes in a material way.

Please see my reply to dewophile in #msg-36818344.

I’m skeptical that Clevudine monotherapy will generate the 40% SVR rate that VRUS claims to be seeking in the French study where Clevudine is going head-to-head vs Viread. If it can, I will of course be impressed.