Biotech Values

[dewophile]

BMY/ hep C

BMY's NS5A has always been considered one of the more attractive DAAs out there - and this outcome, while in a small population, just confirms the potency (and likely if tolerability continues to be good to be superior to telaprevir by a small margin)

that said i'm almost of the opinion that any single agent on top of SOC is today unlikely to be worth the effort commercially and frankly shouldn't even be advanced to phase 3 because the FDA is being VERY liberal in allowing combo testing - and that's where it's at

so that's where i think the focus should be. i haven't had a chance to go through EASL abstracts exhaustively but so far VRUS and BMY seem to be in the drivers seat as both have what seem to be (although early days in relatively few pts) well tolerated combos that no single agent can match in terms of efficacy
difference is so far BMY has focused on the difficult to treat population of nulls and VRUS has looked at treatment naives (although i am sure both companies will start exploring other populations -and in fact BMY has a planned study that clark referenced ready to go that combines THREE new agents)

there are others with combos - gilead, vrtx - i ahvent had a chance to delve into the abstracts but off the cuff i think for the next waive of DAAs BMY is sitting pretty