Biotech Values

[DewDiligence]

BMY starts phase-3 cirrhotic-HCV trial of 3-DAA cocktail in GT1 patients (h/t @zbiotech):

http://clinicaltrials.gov/ct2/show/NCT01973049

The phase-3 cocktail consists of Asunaprevir (PI) + Daclatasvir (NS5A) + BMS-791325 (non-nuke) + ribavirin; it will enroll 200 patients and is expected to report results in Oct 2014.

(In a small phase-2 trial, the same BMY 3-DAA cocktail—minus ribavirin—produced a 94% SVR12 rate in non-cirrhotic, treatment-naïve GT1 patients: #msg-81418009.)

ABBV/ENTA’s TURQOISE-2 study, which produced an unheard-of 92-96% SVR12 rate in GT1 treatment-naïve and treatment-experienced cirrhotic patients (#msg-96696670), is a high bar for other contenders to match or beat in pursuit of the cirrhotic market segment.