Biotech Values

[DewDiligence]

ACHN re: Viral rebound

“…maintaining a mean reduction of more than 2.0 log10 from baseline through day 12, the last day of viral load measurement in the study.”

We need to be careful here: the above statement refers only to the mean of the patient cohort—it is not the same as saying that all patients in the cohort maintained a viral-load drop of at least 2 logs relative to baseline.

Moreover, the metric of most interest in assessing viral rebound is not the change relative to baseline but rather the change relative to the trough.

All told, the ACHN data reported today are clearly positive, but there’s a lot of relevant information that hasn’t yet been disclosed.