Biotech Values

[DewDiligence]

Re: SVR12 vs SVR

For regimens consisting of SoC or SoC plus a single DAA, the difference between SVR12 and SVR was widely believed to be more consequential in the second-line setting than in the first-line setting. This has been stated on numerous occasions by executives (mainly the CMO’s) at such companies as VRTX and GILD.

Then along came VRTX’s PROVE-3 study, which changed the prevailing view on this subject to some degree. In the ‘12+12’ arm of PROVE-3, only one patient out of 60 who achieved SV12 failed to achieve SVR (see note 4 in #msg-36464842).

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p.s. The original point of this thread was not the degree to which SVR12 was predictive of SVR, but rather that ANDS chose to issue a PR to report SVR12 data on only six patients. My contention is that ANDS’ PR was a pump because ANDS could simply have waited to report the SVR data (#msg-52795076).