ABBV/ENTA—from a competitive and commercial standpoint if they felt they wouldn't do well [without ribavirin], i am not so sure they would run these arms [in PEARL-2/3/4].
Again, my view is that some arms of some of the registrational phase-3 trials had to exclude ribavirin. Think of the problem ABBV/ENTA would have had convincing advisory panelists and the FDA that ribavirin was an obligate component of the regimen if the phase-3 program hadn’t even tested that hypothesis.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”