Replies to post #82038 on Biotech Values

[DewDiligence]

Thanks for the heads-up on BMS-790052. I’ll update the table accordingly.

[DewDiligence]

I vaguely recall ABT had a drug moving under the radar into phase 2 for an undisclosed target, but now I can't find the trial listed

ABT claims to have a robust HCV pipeline, but it plays its cards very close to the vest and discloses as little as possible to investors. Here’s what ABT said about HCV on its 2Q09 CC*:

We have three hepatitis C compounds in human clinical trials including both polymerase and protease inhibitors. Abbott is the only company with these two classes of compounds in development with the potential to have the best HCV drug cocktail in the market in the coming years.

The latter half of the above is a misstatement, of course: Roche and IDIX have polymerase and protease inhibitors in development and GILD probably does too.

*http://seekingalpha.com/article/149067-abbott-laboratories-q2-2009-earnings-call-transcript?page=-1

[genisi]

BMS-650032 will be presented Tue, Nov 03:

"Safety, Tolerability, Pharmacokinetics and Antiviral Activity
following Single- and Multiple-Dose Administration of BMS-
650032, a Novel HCV NS3 Inhibitor, in Subjects with Chronic
Genotype 1 HCV Infection."

ABT has 2 non-nuc polymerase (ABT-333, ABT-072) and Enanta's protease inhibitor (ABT-450).

This SGP's presentation is news:

"High Sustained Virologic Response (SVR) in Genotype 1 (G1) Null Responders to Peg-Interfeon alfa-2b (P) plus Ribavirin (R) When Treated with Boceprevir (Boc) Combination Therapy."