Biotech Values

[iwfal]

Remember BMY's combo experienced viral breakthrough and it's why they are now testing with PSI-7977.

Well, yeah - in nulls after 14 days (arguably one of the breakthroughs could have been noticed at day 14 - but regardless VRUS abstract didn't give equivalent data on breakthroughs or viral load measurements). Has the VRUS drug combo been run in that environment (more than 14 days? In nulls)? Also note that I know of no BMY trial which is a three DAA combo - did I miss something?

Are you assuming a full 24 weeks of DAA therapy (without SOC) will be necessary for the majority of patients? My feeling is we are looking at shorter durations. Three DAA's plus interferon is actually a 4 drug combination and if you throw in Riba it's 5.

So you are assuming both that if you add a 3rd DAA you can both improve SVR and(!!!) shorten duration of treatment. That seems a leap too far to me.