Biotech Values

[oc631]

This drug was designed with a focus on GT3 so my first impression is these results could be somewhat underwelming.

A truly cynical thought and question as we approach the GT2/GT3 Sofo/Riba ADCOMM meeting



Is it in GILD's best interest, at this point in time, to present strong GS-5816 GT3 data before ADCOMM?



Supporting the thesis that treating GT3 patients is the most difficult challenge in oral therapy supports GILD's Sofo/Riba NDA. GT3 is an in-house challenge for GILD, yet there are drugs like IDX-719 which could provide an additive 3.0Log drop in viral load to supplement an already potent sofosbuvir combo. Partnering could provide better treatment outcomes for patients if GS-5816 falls short of expectations in 2014. The only obstacle to reaching 90%+ SVR rates in all genotypes is GILD's in-house ambitions.