Biotech Values

[genisi]

You know cirrhotic patients are probably the hardest to treat given their impaired ability to metabolize drug via the liver, so I'm not surprised GILD is playing safe and not pushing to both shorten treatment duration and remove riba. I think ABBV is also testing its regimen for 12 or 24 weeks in cirrhotic patients.

BMS dual combo will lead in Japan as first entrant in GT1b and GILD will follow in GT2. In the GT1 trial GILD is enrolling both GT1b and GT1a for 12 weeks FDC +/- riba and my thoughts here are that Japanese patients are not as easy to treat because they are older (ave over 65) and more advanced with their disease. Also from the BMS data it seems that among virologic failures and relapsers, the most common variants harboured Y93H and L31M, two substitutions well known for conferring resistance to the NS5A inhibitor daclatasvir. So, again I guess GILD is playing safe here.