Replies to post #235656 on Biotech Values

[DewDiligence]

ABUS +25% on no news I’m aware of.

[DewDiligence]

ABUS gets go-ahead to start phase-1 trial of AB-836, an HBV capsid inhibitor (a/k/a core inhibitor or CpAM):

https://finance.yahoo.com/news/arbutus-receives-regulatory-approval-initiate-113000540.html

ENTA and ASMB have compounds in the clinic from this class.

[DewDiligence]

ABUS_reports_additional—(blah)—phase-1_data_for_AB-729_in_HBV:

https://finance.yahoo.com/news/arbutus-announces-data-ab-729-111500598.html

https://investor.arbutusbio.com/static-files/a7e1c49a-09eb-47a7-9e96-48fe9f7faef1

AB-729 is in injected RNAi agent that targets HBsAg.

Not much has changed since the previous update on this phase-1 trial in late 2020 (#msg-159504853). Despite the inclusion of two new dosing cohorts (60mg q8w and 90mg q4w), HBsAg reduction is middling (1.6-1.8 logs at 24w — see slide #9 in the second link above), and it is essentially the same for all three dosing cohorts, which is not a great sign.

Please see #msg-155730326 and #msg-155712858, and #msg-157913492 for related info.