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Re: DewDiligence post# 137468

Tuesday, 02/21/2012 11:41:54 AM

Tuesday, February 21, 2012 11:41:54 AM

Post# of 252108
Any thoughts on NVS motivation. Because Deb025 also targets the NS5A protein target is it less likely that they are looking at combination drug? Would two drugs addressing the same pathway be likely to act synergistically?

Is NVS trying to stake a claim to dominance in drugs addressing this pathway since it is less crowded than other pathways? Are they ultimately looking to strike a deal for a combinations treatment with a drug addressing another pathway?

I know that is a lot of questions, but NVS does not tend to talk about their HCV program all that frequently, so I'm not certain where they are headed. Their pipeline summary suggests the intent to file Deb025 next year.

Thanks

FL

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