Replies to post #188808 on Biotech Values

[jq1234]

Is MK1075 IDX21459, IDIX's 2nd nuc whose ph1 volunteer trial was terminated last Aug?

https://clinicaltrials.gov/ct2/show/NCT02112942

Since MK1075 starts ph1 in HCV patients rather than healthy volunteers, seems it had done healthy volunteer trial before.

[DewDiligence]

Correction to #msg-111919945: The new MRK phase-1 HCV trial is for GT1 patients, not non-GT1 patients as previously posted. From the trial’s inclusion criteria:

In good health other than HCV genotype (GT) 1 infection

I initially parsed the “other than” to refer to the genotype.

All told, MRK’s need to test yet another HCV drug is still bearish for MRK (IMO) and is bullish for GILD and ABBV/ENTA.