I think there could be some concern on 1b results after SK's remarks about finding the optimal multi-dose regimen after being asked about 1b results. He also suggested that later cohorts could provide the best (better?) results opening the door for speculation that earlier lower dose cohorts were nothing to crow about. He also never fully answered why he at one point had said the 1b study would have been finished well ahead of year end but now its going to be year end. Bottom line though is that Bavi will ultimately need combo studies to prove itself for the fast replicating HepC and why start the combo study until you got the "ultimal dosing" right?
Lots of matter of fact statements of time frames that have obviously been pushed out but no reasons for the change. Cancer studies in India that are suppose to go quick is good news but speculators are defensive for now. IMO results from those India combo studies could be the next big driver for the company over the next six months. It goes to the core of the Bavi story.--make or break.
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