Replies to post #94206 on Biotech Values

[DewDiligence]

Here are the very nice IDX184 data in tabular form. The 4.1 mean-log
reduction in viral load at 14 days in the combined arms with a 100mg
total daily dose is excellent, corroborating the prior assertion that
50mg qD was a suboptimal dose (#msg-47110029).

Because the data from the 50mg BID and 100mg qD cohorts are
almost identical, I combined these two cohorts in the table.

 
                         Mean Log    Stddev Log    # of        % of  
                         Reduction   Reduction   Patients    Patients  
                 # of    Viral Load  Viral Load  Undetctble  Undetctble   
               Patients  (14 Days)   (14 days)   (14 days)   (14 days)  
 100mg qD 
 or 50mg BID     16         4.1         1.8          8          50% 
 50mg qD         16         2.7         1.3          2†         13%†  
 SoC control      8         1.2         1.1          0           0%

†As reported in 2/26/10 press release (#msg-47150426). A third
patient in the 50mg qD cohort became undetectable after 21 days.

Note: the regimen in the phase-2a trial was 14 days of IDX184 + SoC, followed by 14 days of SoC alone. The % of patients undetectable after 14 days is not an RVR rate, which is based on 28 days of treatment, and hence it should not be directly compared to the RVR rate in any other trial.