Replies to post #176680 on Biotech Values

[DewDiligence]

So MRK does seem to be within striking range in terms of SVRs…

That’s a fair assessment, but saying that MRK is now the #2 player in HCV (as some sell-side analysts are doing) is not.

[DewDiligence]

Re: MRK’s HCV plans

MRK plans to start a 140-patient phase-2 trial of Sovaldi added to MRK’s existing 2-DAA regimen of MK-5172 (PI) + MK-8742 (NS5A) in GT1 and GT3 patients. This is slide #64 from today’s Investor Day webcast:



As is the case with the Sovaldi + Olysio combination, the main question pertaining to a two-vendor regimen such as the above is affordability.