Biotech Values

[oc631]

I consider Roche’s decision to run a second phase-2b trial in geno-1/4 patents as somewhat bearish for RG7128 insofar as Roche could have opted to go directly to phase-3 after upon completion of the 12-week phase-2b study.

Perhaps if VRTX's phase 2B PROVE (telaprevir+soc) studies weren't so extensive Roche would feel more comfortable trying that with RG7128. Given the fact that earlier HCV nukes failed due to safety is another reason the FDA will be looking for a redundancy of data.