Your well-balanced remarks remind me of things I’ve heard in conversations, especially these two statements:
“… but even solo Bavi treatment that gives less than a two log reduction but shows the virus isn't rebounding back-- or whatever results along those lines-- as still sufficing to allow PPHM to proceed with their planned combo treatments.”
and
“Can Bavi do the job by itself against HCV? Nice if it can, but it may not need to in order to be viewed as a blockbuster new antiviral drug.”
KT, Good post and I completely agree with everything you said.
The 1A results were amazing to me and validates everything you posted already just seems Wall Street wants more and it may take greater than 2 log reduction to "make procurement of funding easier" in the short term. Bavi's MOA and dependence on the quality of individual immune systems makes me think the range of viral reduction could be larger than what has been seen elsewhere. Some spikes toward eradication and some holding back the averages a bit. Accordingly, I don't see Bavi as mono therapy and certainly management is talking combo.
Question for the board: Would it possibly be best to start Bavi as mono therapy for a few doses and then kick in the combo drugs? Prime the immune system to bring on the bigger fight.
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