Biotech Values

[DewDiligence]

Medivir also notes that TMC435 triple therapy is the only therapy that has been shown to deliver high cure rates for the most-difficult-to-treat cirrhotic patients in both treatment naive and treatment experienced patients. Pretty strong statement there. Do you disagree with that statement?

The statement is technically true but is not meaningful, IMO. There are relatively few cirrhotic patients available for enrollment in treatment-naïve trials, so for practical reasons most HCV companies have put cirrhotic patients into second-line studies. However, this doesn’t imply that TMC435 has any particular advantage in cirrhotic patients relative to other HCV drugs.