Biotech Values

[DewDiligence]

VRUS IDIX:

Obviously not apples-to-apples as this is a 28-day study [of PSI-7977] compared to a 14-day study for IDX184, but any comments on these results compared to the IDX184 results?

I think the results to date are roughly comparable, which means that PSI-7977 is indeed serious competition for IDX184. After 28 days of IDX184+SoC, I think the RVR numbers using equivalent doses of IDX184 will likely be about as good as the RVR numbers for PSI-7977 reported in #msg-49048250.

Just to be clear: the phase-2a IDX184 study does have 28 days of overall treatment, but IDX184 is given for only the first 14 days (i.e., 14 days of IDX184+SoC followed by 14 days of SoC only). Thus, the IDX184 study cannot provide an RVR metric for the IDX184+SoC regimen, and this is why it’s an apples-to-oranges comparison to the PSI-7977 study.