Biotech Values

[DewDiligence]

The future of HCV oral therapy, if successful, is the second-generation Sofo/GS-5816 combo. One pill, once-a-day, without ribavirin, and that works for all HCV patients.

One should not completely discount ABBV/ENTA’s second-generation, 2-DAA, one-pill qD regimen of ABT-493 + ABT-530, which is just entering the clinic (#msg-89280030). Although the companies have refrained from calling this regimen pan-genotypic, they have said they expect it to have efficacy in multiple genotypes.

p.s. ENTA has the same economics on the ABT-493-based regimen as on the ABT-450-based regimen with the additional option of paying for a portion of development expenses and thereby getting a profit share instead of a royalty in the US market.