News Focus
News Focus
Post# of 257259
Next 10
Followers 15
Posts 1749
Boards Moderated 0
Alias Born 08/12/2007

Re: mcbio post# 163190

Saturday, 06/29/2013 12:43:50 PM

Saturday, June 29, 2013 12:43:50 PM

Post# of 257259
RE: P.I. Class



Well, simeprevir doesn't need to be boosted with ritonavir, as does ABT-450.




Ritonavir boosting is a clear indication that there's room for improvement.


Seeing 90+% SVR rates with the first generation oral combo from GILD brings into question the long-term utility of the P.I. class. The idea of developing a more potent, pan-genotypic P.I. is perhaps short-sighted because you are still working within a class with a history of safety issues and that doesn't co-formulate well with other drugs. The NS5A class is the second most desirable class for oral therapy due to it's benign safety profile alone or in combination. A best-in-class NS5A should safely fill in the efficacy gap (across genotypes) left by a highly-potent nucleotide backbone.

Put it this way. ABBV has a very competitive oral combo for GT1 therapy (including P.I.). Regardless no developer should be striving to replicate the ABBV model. It's flawed.

Medivir/JNJ will soon have an approved best-in-class P.I. The drug could see utility off-label as a second-line oral option. Maybe there will an oral licensing deal with a partner. I expect there will be a short window of opportunity within developed markets.

Trade Smarter with Thousands

Leverage decades of market experience shared openly.

Join Now