Replies to post #226892 on Biotech Values

[dewophile]

According to the AASLD webcast, ASMB thinks HBsAg has little if any consequence as a predictor of a complete response (i.e. cure) to chronic HBV

Roche and JNJ probably don't agree with this assertion as the rich deals they struck to get RNAi drugs for hep b is probably because of the ability of the drugs to lower HBsAg

[DewDiligence]

ASMB starts phase-2 for second-generation HBV CpAM, ABT-H2158:

https://www.globenewswire.com/news-release/2020/06/25/2053349/0/en/Assembly-Biosciences-Initiates-Phase-2-Trial-Evaluating-Second-Generation-Core-Inhibitor-ABI-H2158-for-Chronic-Hepatitis-B-Infection.html

ASMB’s first-generation CpAM, ABI-H0731, has shown only modest efficacy (#msg-152253534).

ENTA’s EDP-514, in phase-2, is also a CpAM.