Biotech Values

[oc631]

Those are all valid points but instead of enrolling all HCV patients in NEUTRINO GILD made a conscious decision to exclude GT2 and GT3.



-Did GILD think they would achieve 100% SVR rates in these genotypes during Phase-3 testing?

-100% SVR rates in the real world?

-100% oral SVR rates in existing treatment failures waiting for a better option?



There was no competitive threat in GT2/GT3 so these patients were excluded from NEUTRINO.



-What if ABBV had a GT2/GT3 combo in the same stage of development as Sofo/Riba (meaning treatment-failures could be lost to competition). Do you think GILD would have hedged their bets in GT2/GT3 by testing a interferon-based combo?



GILD delaying market entry of Sofo/PegRiba boosts the case for their oral combo which would be the only drug to hit the market for the first time in 20+ years. Patients will be anxious to try a new option regardless if it's sub-optimal in their genotype. Which could lead to failures and retreatment.