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Replies to #65030 on Biotech Values
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jawwx3

08/04/08 6:44 PM

#65036 RE: DewDiligence #65030

This 74% svr may be a aberration, sgp may end up with a svr in the low to mid 60's for the 48 week arm in phase 3. Because in the 28 week data the svr was 55% and 56%, and the 48 week no lead in arm was 66%, so the 74% is too far from the 66%. The way it looks to me is that vertex is going to end up with a svr in the 60's in phase 3 for 24 week telaprevir based treatment, and sgp may also end up with a svr in the 60's in phase 3 with 48 WEEKS of treatment. Bottom line may be that telaprevir has very similar svr as boceprevir but half the treatment time. Anyhow, the real winner will be telaprevir if the prove 3 and study 107 svr results continue above 30, because the unmet need is very genuine.