Biotech Values

[DewDiligence]

(JNJ/GILD/IDIX/GSK)—Adam F. noted correctly in his piece that [TMC278 virologic failure] was also seen in the phase II trial, but difference in virologic failure rate was gone at 96-week.

I noted this too (#msg-52471333, third paragraph) :- ) However, there is no credible explanation I’m aware of as to why the observed difference in virologic failure rectified itself after 96 weeks in phase-2. Thus, I think it’s as likely as not that TMC278 will show incremental virologic failure at 96 weeks in phase-3, although the excess may be less severe that what was seen at 48 weeks.

All told, I think Feuerstein essentially swept this issue under the rug rather than giving it the attention it deserves.