Replies to post #89680 on Biotech Values

[DewDiligence]

Well, we now have a contest for TLR9 agonsists in HCV: the other one is IMO-2125 from IDRA (#msg-44746537). From the DVAX PR you posted:

A dose-dependent antiviral response, with 100% of patients at the highest dose experiencing a greater than one (1) log reduction in viral load…

What the PR does not say is that patients in the highest-dose arm had a 1-log or greater drop in viral load at the end of four weeks of treatment. Thus, some (or all) of these patients might have experienced a viral rebound during the 4-week treatment period, which would obviously be bearish for this program.

I’ll add an entry for SD-101 in the “HCV: Most Likely to Succeed” post.