Biotech Values

[dewophile]

zgen/bmy

"For BMY or anyone else to run an HCV trial with a third experimental agent may be too much to expect—at least in the US"

if the optimal treatment paradigm ends up being a run-in period of direct acting antivirals followed by interferon/rib then i can forsee a lambda arm given there will be only 2 experimental agents given concurrently (especially if there is favorable SVR data from a phase 2 lambda trial). in fact i would think the FDA would be more comfortable with that before they let someone run a combination trial without any current component of SOC (or some immunomodulatory agent(s) to prevent relapse)

this raises the possibility of what lambda can do for BMY's direct acting antiviral program. granted interferon sparing regimens could emerge and make lambda a minor player. however, if interferons remain necessary then lambda could give BMY the leg up on all the competition in the entire HCV space if regimens using their direct acting agents get an efficacy and safety boost from lambda vs current interferons