Biotech Values

[dewophile]

for the most part
ABBV ran a fairly large phase 2 so i think the data has a good chance to play out similarly in phase 3. However I do think they will do better than you predict in genotype 1b without ribavirin. The aviator study had majority genotype 1a and they were just under 90% in naives. I bet if you broke it down by genotype the 1b did >95% - i dont think ABBV would run rib-free arms if they thought it would cost them 10+% in SVR. The new data being presented in 1b with 2 DAAs also suggests a third DAA will push results to >95% in naives and probably >90% in tx experienced