Biotech Values

[DewDiligence]

Any thoughts on Achillion's HCV data?

All HCV protease inhibitors you will hear about have excellent efficacy at halting viral replication quickly; consequently, what distinguishes one HCV PI from another from a commercial standpoint is safety, tolerability, and ease of co-formulation with other antiviral agents.

The daily dose in milligrams is a pretty good proxy for a PI’s safety, tolerability, and ease of co-formulation. On this score, ACH-1625’s cumulative daily dose of 600mg or less (#msg-50044485) is a big improvement relative to Telaprevir (2250mg) and Boceprevir (2400mg). However, a more pertinent comparison is how ACH-1625’s dosing stacks up against the newer generation of PI’s from such companies as BMY, ABT, GILD, and IDIX, among others.