Biotech Values

[DewDiligence]

ANDS CC notes re ANA598: They say they plan to run a phase-2b trial testing ANA598 doses of 200, 400, and 600mg BID in combination with interferon and ribavirin, i.e. total daily ANA598 doses of 400, 800, and 1200mg.

The 14-day monotherapy trial that caused the severe rash in the medium and high doses had cohorts of 400mg qD, 800mg qD, and 600mg BID, which are the same total daily doses of 400, 800, and 1200mg the company says it wants to test in combination treatment in phase-2b! This ain’t gonna work, IMO.

The ANA598 program is sounding more and more like a case of Zebra’s Law.