Biotech Values

[oc631]

Evolution in the HCV treatment paradigm

From a business standpoint treating a GT3 patient twice is ideal. We are seeing 90%+ SVR rates in GT1 and GT2. What's the best that we can expect in GT3 with GILD's two drug combo? Improving on existing SOC in GT3 isn't a high hurdle and I would expect that GILD's combo is up to that task.


I'm a longtime supporter of using a nucleotide backbone in oral therapy because of the drugs strong resistance profile. This doesn't mean I condone multiple shots on goal. It would be interesting to see how well GT3 patients would fare if they would were treated with the three drug combo being tested in GT1.

The discrepancy between GT2 and GT3 SVR rates so far is apparent and I would expect the trend to continue. I agree naives will look better than intolerant patients.