Biotech Values

[DewDiligence]

Re: Activity of IDIX compounds against various genotypes

…the idenix PIs are highly active against gen-4… In addition to the much higher potency compared to telaprevir, this is a major distinguishing feature from telaprevir

Genotype-4 is a very small portion of the HCV patient pool in most major countries, the exceptions being France, Italy, and Spain, where genotype-4 comprises about 10% of the pool. Hence, I don’t think I agree that geno-4 activity is a “major distinguishing feature” of IDX316 relative to Telaprevir.

The issue in question in this thread, IMO, is whether a nuke-less cocktail containing either IDX375 or IDX316 could be sufficiently active against genotype-2 or genotype-3, and I think the answer is No. (As mentioned above, genotype-4 is too small a market to be consequential from a business standpoint.) On the other hand, a cocktail including a nuke such as IDX184 could be sufficiently active against any HCV genotype.