Biotech Values

[oc631]

focus is more on possible late relapse as seen in ABT’s PILOT trial and in BI’s SOUND-C2 trial

Both of these combos didn't use a nuke which could have been a factor leading to late relapse.




The issue with Sofo/Riba in GT3 is a lack of potency. Since we didn't see SVR4 data experience tells me that it wasn't good which ironically could work in GILD's favor. Relapse prior to the 4-week mark is more desirable, going forward, as opposed to losing patients throughout the 12-week period. As the remaining 44% of patients continue on for another 4-weeks of therapy it's possible relapse in the remaining 56% off-therapy could offset any gains (if any) achieved from longer dosing durations.