Biotech Values

[DewDiligence]

Update on GILD’s HCV program from today’s 3Q10 CC: Surprisingly in view of the prior results (#msg-52470566, #msg-46036072), GILD is plowing ahead with plans to test the 4-drug regimen of GS9290+GS9256+SoC in a phase-2b trial with 16- and 24-week regimens, possibly with Telaprevir+SoC as the control arm. The trial is expected to start in 2011 with data available in 2012.

Although there are no specific plans to announce yet, GILD’s CSO Norbert Bischofberger strongly believes that an all-oral 3- or 4-drug cocktail will be able to cure HCV in most patients. GILD is discussing in-licensing deals for the components of such a cocktail with multiple parties.