Replies to post #205940 on Biotech Values

[DewDiligence]

ENTA—In all seriousness, 95% SVR12 from 8w Tx is probably not good enough in GT3 patients w/o cirrhosis; let's see how the 12w arm from ENDURANCE-3 looks when those data are presented.

[DewDiligence]

I still like GILD's triplet because it's simpler… Not to mention the single-pill advantage.

As we’ve previously discussed, Glecaprevir/Pibrentasvir may be converted to a single pill (instead of two identical FDCs) in a supplemental NDA filing. If so, the single-pill advantage of GILD’s SOF/VEL/VOX will be temporary. (I don’t think it’s a big deal in any case.)