Replies to post #95921 on Biotech Values

[mcbio]

Re: HCV Pardigms 2010-2017

Was that posted before on here? The only minor difference between that graph and the one on page 3 of the most recent IDIX annual report is that the timeframe in the fourth box of the annual report is ~2014-2017, as opposed to ~2015-2017. Also, the annual report lists a 2nd gen nuke in the fourth box instead of just a nuke. Finally, it should clearly be noted that both graphs fail to include NS4A antagonists as a possible treatment option in the fourth box (LOL yes I'm wearing my ACHN hat right now, but no I don't seriously expect an NS4A antagonist to wind up as part of the HCV paradigm; ACH-1095 represents nothing but an iron in the fire, so to speak, for ACHN at this point).

[ghmm]

Has Vertex commented on this slide :-)

[DewDiligence]

Who’s Who in All-Oral HCV Programs



All five of these all-oral programs include a protease inhibitor (PI), which has proved to be the most effective drug class at reducing HCV viral load quickly. In two of the five programs (Roche and IDIX), the second drug is a nucleoside polymerase inhibitor (NI); in two of the programs (VRTX and GILD), the second drug is a non-nucleoside polymerase inhibitor (NNI); in one program (Bristol-Myers Squibb), the second drug is an NS5A inhibitor.

Among these five programs, only the one from IDIX has qD dosing and activity against multiple HCV genotypes. On the other had, the IDIX program is the least advanced of the five—the two drugs (IDX184 and IDX320) have not yet been tested together in HCV patients or healthy volunteers.

Source: IDIX webcast at Jefferies conference (10-Jun-2010)