Replies to post #95598 on Biotech Values

[gfp927z]

Dew, Thanks. Looks like HCV space is extremely crowded and competitive.

[DewDiligence]

Addendum re ACH-1625 data in #msg-50044485: It’s curious that the control arms in all four cohorts showed a reduction in viral load of 0.22-0.29 logs* after five days of “dosing” with nothing but a sugar pill. Insofar as VL measurements are empirical rather than subjective, I find it surprising that all four cohorts showed a placebo benefit and that the placebo VL reductions fell within a tight range.

*In the table in #msg-50044485, subtract the number in the fifth column from the number in the fourth column to get the mean-log placebo response for each cohort.

[DewDiligence]

ACHN: ACH-1625 Phase-1b Results by Cohort
(Revised—thanks, turtlepower)

 
            Cumulative   No. of    Mean Log VL     Mean Log VL   iHub 
 Cohort     Daily Dose  Patients  Chg*(absolute)  Chg*(pbo adj)  Reference 
 600mg BID    1200mg      6,3         3.94            3.72       #msg-44560695  
 500mg BID    1000mg      6,3         4.25            3.96       #msg-45339022  
 600mg qD      600mg      6,2         3.81            4.05       #msg-50041722   
 200mg BID     400mg      6,3         3.86            4.02       #msg-50041722  
    
 *Maximum reduction during five days of dosing.

Conclusion: All of the above doses have sufficient efficacy. 600mg qD (or perhaps an even lower qD dose) will presumably be the dose to be carried forward into phase-2 trials.