Biotech Values

[DewDiligence]

How come no one is talking about Boehringer-Ingelheim’s all-oral HCV program? Maybe no one is talking about it because there isn’t much to say. In this PR from EASL, B-I’s 3-drug combo of BI 201335 (a PI), BI 207127 (a non-nuke), and ribavirin generated an uninspiring SVR12 rate of 59-68% after 16-28 weeks of treatment in a phase-2b trial of treatment-naïve genotype-1 patients:

http://finance.yahoo.com/news/phase-2b-study-boehringer-ingelheims-090000497.html

Oddly, trial arm D, in which BI 207127 was dosed BID, produced a higher SVR12 rate than trial arm B, in which BI 207127 was dosed TID (68% vs 61%).

A separate trial arm testing the 3-drug combo for 40 weeks has not yet reported SVR12 data, but who cares?