• GILD has three HCV drugs in phase-1 trials that they will not discuss for competitive reasons. (These are in addition to GILD’s two known HCV drug candidates: the non-nuke, GS9190, and the PI, GS9256.)
• Enrollment is “brisk” in GILD’s all-oral phase-2a trial of GS9256 + GS9190 with and without ribavirin. Preliminary data is expected in 2H10.
• GILD says they are still “assessing the data” to determine what to do with the GS91900+SoC program but, as previously noted, I don’t think this program is viable (#msg-46036072).
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”