Replies to post #92535 on Biotech Values

[dewophile]

it's early going but the efficacy data looks to be at least as good as telaprevir - with better pk and at much lower doses
no wonder others are jumping on the NS5A bandwagon

[ghmm]

HCV:

Very impressive (efficacy with such a low dose), I guess since their early setback they've done quite well at coming up with other compounds. I'ld be curious to see if the AE is a fluke or turns out to be a real signal. It seems the bar gets higher and higher at each conference for HCV compounds which is good for patients bad for investors IMO. Well I certainly can't predict who (if any) will dominate the market and for how short a period before one of the compounds in the mix is replaced.

[DewDiligence]

BMY Presents Phase-2a Data on NS5A Inhibitor at EASL

http://www.bms.com/research/investigational/hepatitis/Pages/BMS790052_easl.aspx

BMY did not issue a PR for this BMS-790052 presentation, but the info was posted on BMY’s new webpage for real-time pipeline updates (#msg-49176165). Due to the formatting, this info is difficult to post and is best read by chasing the link above (it will not expire :- )).

The abstract for this study was posted in #msg-47876219; an updated version of the abstract with a data table is at http://www.kenes.com/easl2010/Orals/297.htm .