Replies to post #65024 on Biotech Values

[rkrw]

Not sure.

I think its a tradeoff, vrtx is rash, sgp is GI.

[DewDiligence]

>did SGP say which arm had the 9% discontinuations?<

No.

>I suppose it was the one with the highest SVR rate of 74%.<

Probably, but not necessarily. On the one hand, it does seem reasonable to infer that the delta of 8 percentage points (74% vs 66%) seen in the 48-week run-in arm relative to the 48-week arm without run-in was due to a smaller % of dropouts in the run-in arm. On the other hand, one would ordinarily expect 48-week arms to have a higher dropout rate than 28-week arms, which suggests that the 9% dropout rate could conceivably come from one of the 28-week arms.