Biotech Values

[DewDiligence]

I thought the difference in VX-222 dose was rather interesting.

You mean the fact that VX-222 is being tested at 100mg and 400mg rather than, say, (100 and 200) or (200 and 400)?

I presume that the possible additional dosing cohorts mentioned in VRTX’s PR will be ones with VX-222 at 200mg. I.e. instead of testing sequentially ascending or sequentially descending doses of VX-222, VRTX is aiming to ascertain a lower and upper bound for the VX-222 dose and interpolate later as necessary. This is an unusual approach, but it might be more efficient than the conventional MAD and MDD designs.

I was surprised the FDA would permit them to test VX-222 for as long as they are without more monotherapy [VX-222+SoC] data.

Do we know how much testing VX-222 has had in conjunction with SoC? Some of this testing may have been conducted by ViroChem, and VRTX may be keeping some of these data under wraps for competitive reasons.