ZGEN
"I'd like to know what Roche or SGP bid for the program if at all"
of course we will never know, but i find it hard to believe zgen got the deal they got without other suitors around
a few comments on the topic:
1. you can assign whatever probability that inf will be dropped from the cocktail, but it is not 100%. the gating factor will not be viral suppression or resistance, but relapse imo. i doubt ribavirin will be dropped due to relapse, and we still don't knwo if ribavirin is active in suppressing relapses in the absence of inf. all told i think i agree with the 70% figure
2. the paradigm shift away from inf may change with a drug like lambda. to paraphrase a doc involved in the relapser study - the pts all thought they were getting a placebo (after their prior experience with interferon). we know oral drugs can ahve SEs - sometime horrible SEs (e.g. telaprevir). has anyone considered that a lambda-containing regimen might actually be even better tolerated than a similarly efficacious oral cocktail despite the fact it is a weekly shot? it may sound like i am stretching here, but if 3 drugs plus ribavirin are ultimately needed SEs can pile up (and the fact duration of therapy is shortening to 24 or even 12 weeks makes 12 shots not sound like such a big deal if in fact tolerability is otherwise outstanding)
3. to rehash an point i've made before - i think there will be some refractory pts even in an all oral HCV world that need a novel moa drug and lambda should at a minimum find a niche
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