…it's kind of tough to negotiate a big partnership when all you have is 3-day data and less than a log efficacy [because the drug has not yet reached steady-state accumulation during three days of dosing]
I agree with the above and I’m pretty sure the companies’ original plan was to have some interim combination data available during NVS’ 90-day decision-making window for IDX184 (see #msg-35708524). However, the schedule for the combination study slipped, which forced NVS to make its decision based on only the 3-day monotherapy data.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”