Impressive efficacy in anti-cirrhotics: Detailed Phase II TMC435 data continue to demonstrate both impressive tolerability and broad anti-viral activity, notably in hard-to-treat cirrhotic patients. This group of patients could be important for TMC435 if competing products’ efficacy is weaker in this subgroup.
Isn't this a pretty important point? I do believe per Medivir's recent presentations they have noted that the other HCV DAAs, regardless of class, have not been extensively tested in cirrhotic patients. (Someone correct me if that is incorrect.) Assuming that is true, why is that the case? Is it because the other HCV DAAs, regardless of class, do not treat cirrhotics effectively in pre-clinical models?
Overall TMC435’s safety and efficacy should position it as a key protease inhibitor (PI) in future HCV combination regiments for the treatment of HCV. However, in our view the rapidly evolving HCV market leaves us slightly concerned about TMC435’s position, with partner JNJ lagging behind in the combo
I think the latter part of this quote kind of contradicts the points made in that first quote. Namely, if TMC435 works in cirrhotic patients to a degree that other HCV DAAs do not, one would think the other HCV players will be inclined to combine TMC435 with their own HCV DAA agents in those cirrhotic patients, would they not? And isn't this a reasonable market opportunity, irrespective of the uptake of TMC435 in the presumably broader non-cirrhotic patients?
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