Replies to post #76523 on Biotech Values

[dewophile]

zgen
"The ifn/rib combo data is actually, and somewhat surprisingly, not particularly good compared to the monotherapy data"

rib isn't expected to add much to early viral load declines, so i don't think you can say there is a negative drug ineraction or even lack of synergy

"they may want to continue a monotherapy arm in the ph ii. "

i don't think so - they will get bitten by relapses


"it is possible that they question going to 3.0 weekly combo"

certainly for naives i doubt they go to 3 weekly. however, 50% rvr on 3 weekly is about double that expected with SOC, so they may reserve this for refractory patients

"And kudos to Tony who was worried that going down a dose indicated a problem at the 1.5 combo dosi"
i second that

my bottom line take is that on a ug basis lambda is just more potent than alpha, so if they want to move forard with a noninferiority trial as initially intended (showing better tolerability) they may use the lower dose, and as i noted above reserve a higher dose for difficult to treat populations where they may get superiority to alpha