Biotech Values

[dewophile]

i think the disappointment came because:

1. there usually is good correlation between RVR and SVR
2. 7977 surprisingly had some SVRs in naives with just ribavirin

i agree with your point that nulls, being refractory to interferon/rib, does not mean they should necessarily be refractory necessarily to DAAs any more than naives, and so point #2 above becomes more relevant to expecations since you would think the positive data in naives may have translated to nulls

(in a prior post i noted that it is reasonable to think many nulls are just resistant to inf and not ribavirin)