Someone at IDIX screwed up with NM283 , as they should have planned for testing triple therapy including riba from day one
I personally liked the concept of testing a riba-free regimen, but to put all the eggs in that basket and not pursue adding the drug to current soc was truly short-sighted and in the end is biting us in the ass
JP tells us there's no scientific rationale for an interaction between NM283 and riba
i'd prefer he didn't insult our intelligence..ther is certainly some rationale for a negative interaction..riba has some activity at the polymerase and there could be competitive inhibition..plus the replicon data..that rib likely exerts (but no one really knows) most of its activity through mediation of immune responses and that in vivo data in similar models of such candidates shows no interaction despite some theoretical in vitro concerns is what shoudl be emphasized - so probably in vivo things will play out fine, but c'mon there is some overhanging doubt here based strictly on "scientific rationale" - at least for the PD part of the study (for pk I agree there is no reason to think there will be interaction)
like the rest of you i continue to hold a sizable position and think we are undervalued based on tyzeka alone and that nm-283 really is far from dead (and just delayed) and the rest of the pipeline, while early, has promise, but I would prefer more transparency on risks and miscues and honest assessment of projections moving forward
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