Replies to post #248893 on Biotech Values

[dewophile]

I thought maybe resistance was limited to high risk patients who required longer dosing (and in fact they had trials in stem cell patients with 3+ weeks on drug), but they also had resistance even in their challenge study

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7449164/

In a phase 2a challenge study, the rate of treatment-emergent substitutions associated with presatovir resistance ranged from 7.7% to 35.3%, depending on the dosing regimen (13)

The effect on symptoms in their challenge study were also not as impressive as enanta. You have to go to the supplement section (see table S6 and S7). you don't see separation vs pbo on symptoms for 4-5 days

https://www.nejm.org/doi/suppl/10.1056/NEJMoa1401184/suppl_file/nejmoa1401184_appendix.pdf

Whereas edp-938 showed a decrease in symptoms relative to pbo very early on (see figure 1)

https://www.nejm.org/doi/full/10.1056/nejmoa2108903

The track record for DAAs for RSV is not good, but it does appear to me that EDP-938 with a different MOA and the data we have to date still stands a decent chance for success IMO