Biotech Values

[DewDiligence]

VRUS’ 2-drug oral combo consisting of PSI-7977+PSI-938 looks like a better bet than VRTX’s 2-drug oral combo of Telaprevir+VX-222, but I think a cocktail of three oral drugs will likely be needed to generate the kind of SVR rate capable of supplanting the current SoC of interferon and ribavirin.

I’m surprised that VRTX is sticking so strongly with VX-222; by all accounts, VX-222 appears to be falling short of the expectations VRTX had when it acquired the drug in the ViroChem deal two years ago (#msg-36022943).