Biotech Values

[dewophile]

itmn
"There was a specific question (near the end of the call) about the person in the highest cohort who appeared to have a lesser response. Dr. Gane indicated that the person had a lower baseline viral load then the other 7 patients."

while a lower starting VL by definition means a lower theoretically possible max log drop, that alone doesn't explain away that pt's response because by the look of the curve that pt didn't achieve BQL. so you have a true outlier (i.e. a pt wiht a better prognostic indicator at baseline - namely lower starting VL - failing to achieve a positive endpoint at 14 days (BQL)). doesn't mean further tinkering w dose or adding agents (rib+/-inf) can't further improve efficacy (as you point out), but clearly there is room for improved efficacy - which is why i felt any indication otherwise, as implied by the statment "more log drop was not possible" is misleading

again don't want to diminish the admittedly excellent results overall - i just think yo have to read between the lines sometimes when a company says results can't get better