This number was butt ugly and should have been the story of the day. Instead newswires gushed praise on GILD's success using the GT2/GT3 combined data. As pointed out the intolerant group might be somewhat more difficult to treat, as opposed to naive patients, in GT3. However a 61% SVR rate is borderline stat sig. in this subgroup.
Some could make a bullish case for GILD's shortcoming in GT3. Since there's little to no developer competition in the GT2/GT3 subgroups GILD could squeak by with sub-par SVR rates in GT3 and then profit once again retreating failures with a three drug combo at a later date.
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