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go seek

12/14/06 1:01 AM

#96 RE: gofishmarko #95

I agree...

thanks for the analysis.
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dewophile

12/14/06 10:20 AM

#98 RE: gofishmarko #95

agree..I've said previously that pk data (I think due out this month) isn't the real issue, but rather pd data (i.e. viral load)
the common site of action at the polymerase enzyme (specifically given rib binds to the same active site as nucs) is certainly of theoretical concern. as is the replicon data
on the flip side ribavirin's antiviral activities are also felt to be mediated by non-polymerase related actions (inhibition of gtp, augmentation of helper T cell activity,etc. - all well documented effects), so this is a tough one to call and we'll have to wait and see
my bottom line is that even in the worst case scenario and there is negative interaction, nm-283 still has tremendous potential being dosed without rib to eliminate toxicity (or even better svr than soc with rib), and always have the option of sequential dosing strategies to maximize svrs
ps: very surprised by the reaction (or lack thereof) of market to yesterday's news. frankly, I don't think it has sunk in yet