Biotech Values

[oc631]

GILD hasn’t yet produced an oral GT1 regimen that’s even close to being competitive with the 93% SVR rate in null responders observed in ABBV’s AVIATOR study

I expect when the data reads out the results will be comparable to the ABBV basket in this subgroup. Sofo/Ledipasvir(5885) went 9/9 in a small study of nulls. The broader treatment-experienced subgroup will give a better read since patients that don't respond to interferon are becoming a throwback to an earlier time. Just like IL-28B status. Patients that fail P.I. interferon-based therapy are more likely to respond to a Nuke/NS5A combo than a combo with a second generation P.I. Just another reason to discredit the P.I. class.