Biotech Values

[ariadndndough]

RBC on Merck
11/2 - 11/5 (Sat - Tue) AASLD Conference: MRK presented Phase IIa SVR cure data of 96-100% for their HCV combo w/ RBV (hence not once daily, also side effects of rash) including however 100% without RBV but only for GT1b (smaller population). MRK is also trying all permutations of duration and +/- RBV in a large Phase IIB with data probably H2:14 and going into Phase III in 2015.... BMY's Phase II "triple combo" has shown good 90% cures too but isn't yet once-daily, and will eventually move into Phase III. Their Japan regimen is now on file out there and it shows good SVR but this is only good for GT1b (87% SVR in IFN intolerant and 81% SVR in prior non-responders).