Replies to post #76358 on Biotech Values

[DewDiligence]

Re: Puerile CC scheduling by competing companies

Which begs the question: should VRTX re-sched their presentation…?

I’m amazed that this kind of one-upmanship goes on. It’s not as though CC scheduling is a zero-sum game—when competing companies have simultaneous CC’s, both companies lose by having fewer listeners.

If anyone thinks these clashing EASL webcasts are an isolated phenomenon, think again! I recently posted about a case where ExxonMobil and Chevron (the two largest US oil companies) held their quarterly CC’s at exactly the same time (#msg-35203900).

[ghmm]

INFORM:

What I was impressed with is they jumped right up to the 600mg and 900mg 191 (BID) doses. To me this means they saw little to no drug interaction that they feel confident enough to jump right to the highest doses used in the 1B.

I just looked up the 191 monotherapy results (#msg-33270341) and in the NR cohort 300mg BID had a 2.5 log drop.

EDIT:
Here is the link to the clinicaltrials record for those interested (didn't see anything not mentioned in ITMN's PR).
http://clinicaltrials.gov/ct2/show/NCT00801255