ABT-450 has six all-oral trials in phase-3, while Simeprevir has zero all-oral trials in phase-3; that’s a pretty big distinction.
All in due time Dew. ; ) I'm happy to let ABT-450 have a head start as I'm more interested in the outcome at the finish line. The fact remains that ABT-450 is going to be part of 4 or even 5-drug combos whereas simeprevir has a chance to be part of just 2 or 3-drug combos. I think that will prove a pretty big distinction ultimately.
All things being equal (and they are to some degree here given similar valuations), I prefer to back the better drug and I believe that's simeprevir in this case.
Moreover, as noted in #msg-89505745, ABT-450 uses ritonavir at only half the normal PK-boosting dose.
Still, I imagine not having to use ritonavir at all will prove to be an advantage for simeprevir.
I should add that I'm not trying to say I don't think ENTA will prove to be a successful investment at this valuation going forward as it does look cheap. I just prefer the risk-reward of Medivir here ultimately.
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