re idx 184 data
it's interesting that the delta between the tx arm and soc narrowed from >1log at the interim to .8 log in the final data set. this could simply be a small numbers phenomenon, but the company did state they noticed more non-responders in the final bunch of pts in the cohort. if this is true then this highlights the synergy between 184 and soc - i.e. if it is essentially functional monotherapy because the pt is non-responsive to soc then 50mg does very little (if the mean was .8 log it may not have even been good for a .5 log reduction in this subgroup). conversely if the pt is responsive to soc, then this dose adds well over a log and in fact likely boosts outcome - as evidenced by the higher RVR which we know translates to better cure rate (if again you believe the difference in RVR is real and not artifact due to small numbers)
regardless this is all likely moot - i don't think many doubt they are still on the steep portion of the dose-response, and will get to more potent doses safely
one final point - i think with the pharmasset/roche nuke doing so well, and the (relative) lack of other nukes out there for licensing, i would have to think they could get a premium for 184 - particularly from a company with a complementary agent at a similar stage of development ready for combination therapy in the clinic. the only other more proven class if you will are PIs, but that is also a more crowded field (although idx 320 is perhaps the most advanced PI that is potent enough for coformulation - if you think that would warrant a premium - so i am pretty excited about the poc data on this compound which should come by year end (moreso than the NNRTI)
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