If your bet assumes INX-189 clears the safety hurdle I would be happy to take the other side of this wager.
This is intended to be a replication of BMY's 'wager'. And BMY didn't offer INHX a contingent 'Well, we'll pay you $2.5B if it passes safety hurdles'.
As for the rest:
INX-189 currently is the only viable drug in clinical development that stands the chance of being used as a monotherapy in all patients.
Curious why you think any single DAA is going to have a high rate of success in treatment of a chronic viral infection.
And for the record:
I think lambda will find it's place amongst oral non-responders which IMO will be a very small market.
I assume that this is a reference to dual DAAs - not triples or more? Yes? If so, I'd agree it is *possible* that a doublet DAAs will have >90% success in all major subgroups of naives sometime in the next 5 years - but I don't consider it a fait accompli. But if it is less than, say, 70% in some sizable subgroup and the addition of a low SAE interferon drives it up to 99% I think Lambda gets most of that subgroup of naives. Things I do NOT believe:
a) That lambda has any chance of making as much money as whatever DAA ends up on the top of the heap.
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