Biotech Values

[iwfal]

VRUS

As far as the measuring the drop in viral load, you do the math

From abstract: Monotherapy PSI-938, monotherapy PSI-7977, or combination PSI-938+PSI-7977 provided profound and consistent reductions in HCV RNA with HCV RNA < LOD (15 IU/mL) as early as day 3 of the monotherapy phase.

This does not say that all patients ended up with HCV RNA< LOD. The very fact that it does not say it implies that, in fact, some patients from each cohort did not make it under LOD by day 14.

They didn't give any data on breakthroughs because there weren't any

Although I tend to actually believe this, nonetheless a question: do you have a source for this?

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. Go back and read my posts.

I did. You asserted a belief that a 3 drug VRUS combo would avoid the breakthroughs seen in BMY's 2 DAA trial in nulls and that it wouldn't need 24 weeks.