Replies to post #187166 on Biotech Values

[DewDiligence]

The MRK trial in question will have all or almost all of its patients from outside the US. Now that Harvoni and V-Pak are widely available in the US, it would be nearly impossible to recruit US patients into a trial where half of them got Sovaldi + PEG/riba.

[DewDiligence]

MRK starts phase-1 trial of new HCV drug for non-GT1 patients only:

https://clinicaltrials.gov/ct2/show/NCT02392494

At the least, the emergence of this new drug suggests that MRK’s other drugs—including the nuke from IDIX—do not comprise a satisfactory pan-genotypic regimen.

H/t @lomu_j.