Replies to post #247704 on Biotech Values

[DewDiligence]

Nice call on VIR-2219 + peg-IFN. There's a whale of a difference between the original 31% quasi-SVR rate and the new 16% rate.

[DewDiligence]

VIR -45% on phase-2 failure in influenza:

https://finance.yahoo.com/news/vir-biotechnology-announces-topline-data-120000102.html

Vir Biotechnology…today announced that the Phase 2 PENINSULA trial evaluating VIR-2482 for the prevention of symptomatic influenza A illness did not meet primary or secondary efficacy endpoints.

Why such a steep selloff? One reason is that VIR has tended to present itself to investors as all-powerful and all-knowing, which is perhaps a consequence of having George Scangos as (ex)CEO and having raised a huge amount of capital based on management’s reputation.

[db7]

ABUS AASLD "50% of patients who had baseline HBsAg levels less than 1000 IU/mL achieved functional cure in Cohort A1 of the IM-PROVE I Phase 2a clinical trial

Overall, in Cohort A1, 25% of patients achieved functional cure" https://investor.arbutusbio.com/news-releases/news-release-details/arbutus-imdusiran-achieves-functional-cure-chbv-patients-when