Replies to post #182122 on Biotech Values

[willyw]

Agreed, and I deleted in the already long post (for the sake of brevity. : ) ) that RBV was used, but probably will NOT be in the picture in the future.

And I also deleted ....remember the Electron trial? 10 genotype 1a null responders treated with only 7977 and RBV. It netted an 11% cure rate. These are little bumps in the road and have since been forgotten, or the fact that it "overpaid" the 11+ billion for some compound; PSI 7977. Wall street was unimpressed, as I recall.

[oc631]

On the other hand, GILD seems to have GT2 well covered already.

[GT2] It may be a challenge for GILD to replace generic ribavirin with a DAA in an attempt to boost the tolerability of the existing SOC. Adding riba lead to dramatic increase in SVR rates over sofosbuvir monotherapy. Ribavirin has high antiviral activity in GT2 patients (specifically) and perhaps the reason GT2's are labeled the "easiest to treat" with oral therapy.