Replies to post #54172 on Biotech Values

[ThomasS]

VRTX: In all seriousness, considering they have improved HCV treatment by a factor of 3+, (for the worst version of HCV) they should be granted FDA Approval without further studies, other than post-marketing studies/additional safety studies.
Think about it: 50% reduction in treatment length with an @50% better efficacy. That's almost the double-double I alluded to months ago.

"Typically, not more than 50 percent of patients taking standard treatments see their virus eradicated."
---That implies @50% efficacy from SOC, which is over-estimating.

[dewophile]

"or better Inf such as ZGEN's candidate"

FLML may be higher on the list for improved interferon because it is further along and has comparator data vs pegylated interferon already..I don't own any but its now on my watch list. IF the data are compelling once released it could get licensed for big bucks

personally I am most intriqued by ZGEN's candidate because it is the only one I am aware of that doesn't just modify pK to achieve better profile, but rather focuses on target organ selectivity

then again if combination protease-polymerase inhibitors ever get off the ground the added antiviral effect of these newer interferons may get muted anyway