Biotech Values

[iwfal]

IFN-L - Data are very good compared to IFN-A:

One point that we previously PM'd about was that the RVR rate for SOC looked abnormally low for RVR in G1 Treatment Naive. But given the viral level threshold that they have now released (LOD which I'd guess to be <10 or better vs the LOQ which was less than <25) the SOC arm looks to be performing in roughly the right historical area. So the IFN-L is credibly getting much better RVR and EVR.

Interesting note was the low dose group got an RVR rate same as SOC, but it got an EVR rate same as the high doses of IFN-L.

And of course, the best was the AE rates and much much lower rates of dose reduction.