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Replies to #86020 on Biotech Values
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dewophile

11/09/09 4:57 PM

#86023 RE: DewDiligence #86020

HCV

agree. here is the most recent monograph from AASLD/ACG on hep C. it's not particularly old, but can already use updating to include terms like cEVR/pEVR


http://www.acg.gi.org/physicians/pdfs/Diagnosis_of_HEP_C_Update.pdf
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iwfal

11/09/09 5:11 PM

#86025 RE: DewDiligence #86020

HCV Terminology

it would save investors a lot of hassle if the HCV companies and “thought leaders” could agree on industry-standard terminology for the non-SVR efficacy metrics and the various patient subgroups in the second-line setting.



Question - why exclude SVR? SVR has undoubtedly also been a moving target so I would expect that a 50% SVR rate of 5 years ago (using an assay of <300?) would look somewhat different now (using an assay of <50)? It may not be as large a number changer as in RVR - but I'll bet it makes a difference of at least 10% (of the SVR rate) over the period of time since SVR first started being used.