Replies to post #253613 on Biotech Values

[db7]

ABUS/BRNS https://investor.arbutusbio.com/news-releases/news-release-details/arbutus-and-barinthus-bio-announce-new-data-im-prove-ii-trial

[dewophile]

I don't think this is going to be competitive with GSK's Bepirovirsen
here is the GSK paper:
https://www.nejm.org/doi/full/10.1056/NEJMoa2210027

To see 24 week EOT data broken down by baseline HBSAg <1k you have to go to page 55 of the supplement. It looks like there were 18 patients in the on nuke group (to compare apples to apples with the ABUS cohort) who were <1k at baseline. It appears that 4 of those failed single agent Bepi. (in patients not on nukes there wre 11 <1k at baseline and 10/11 were undetectable 24 weeks off therapy)
That's why in GSK's pivotal trials while they are enrolling patients with baseline levels <3k, looking at functional cure in those with <1k at baseline is a prespecified secondary endpoint.

https://clinicaltrials.gov/study/NCT05630807?term=bepirovirsen&aggFilters=status:act&rank=1&tab=history&a=5&b=6#version-content-panel