Biotech Values

[oc631]

Despite the issues VX-135 has encountered of late, do you still see a potential path forward for simeprevir in combo with a lower dose of VX-135?

Even at the 400mg. dose VX-135 was an inferior drug when compared to sofosbuvir. In my opinion low dosing VX-135 guarantees the VX-135/Simeprevir combo won't be competitive in GT1. This appears to be a gentle dismantling of VRTX's HCV program. It's possible another class could be added to create a three drug combo (IDX-719?) but this is pure speculation.