Replies to post #94261 on Biotech Values

[DewDiligence]

What were the consequential disclosures from EASL?

mcbio, turtle, tony, dewophile, iwfal, et al: given the large number of press releases from EASL, rather than commenting on each PR individually, let me suggest that we open the floor for anyone to opine as to what was newsworthy (and what wasn’t). T.i.a. to anyone who cares to chime in.

[DewDiligence]

VRUS IDIX:

Obviously not apples-to-apples as this is a 28-day study [of PSI-7977] compared to a 14-day study for IDX184, but any comments on these results compared to the IDX184 results?

I think the results to date are roughly comparable, which means that PSI-7977 is indeed serious competition for IDX184. After 28 days of IDX184+SoC, I think the RVR numbers using equivalent doses of IDX184 will likely be about as good as the RVR numbers for PSI-7977 reported in #msg-49048250.

Just to be clear: the phase-2a IDX184 study does have 28 days of overall treatment, but IDX184 is given for only the first 14 days (i.e., 14 days of IDX184+SoC followed by 14 days of SoC only). Thus, the IDX184 study cannot provide an RVR metric for the IDX184+SoC regimen, and this is why it’s an apples-to-oranges comparison to the PSI-7977 study.