Replies to post #76580 on Biotech Values

[DewDiligence]

Re: Ribavirin’s contribution on the “front end”

…while RVR may be a good predictor of SVR, most patients with gen-1 who go on to SVR do NOT achieve RVR

I don’t think this is true for most of the cocktails incorporating HCV drugs in development.

still doesn't make sense to me

I presume you’re referring to Boger’s comment in #msg-37295589. Bear in mind that Boger’s mindset is focused on protease inhibitors in general and Telaprevir in particular. HCV protease inhibitors produce mutations at such a rapid clip that ribavirin is essential on the front end in cocktails that do not also include a polymerase inhibitor.