Replies to post #104007 on Biotech Values

[DewDiligence]

[Lambda] will still get some of this bolus since I would suggest that about 50% percent of SOC treatment failures are treatment failures due to side effects.

I think the number is much closer to 25%.

Agreed that this is an issue - and one that, if I remember correctly, I brought up perhaps 18 months ago, and you, at the time, didn't think an issue…

I’m not sure that’s a fair characterization, but the salient point is that exhaustion of the initial bolus has assumed greater importance as more and more competing HCV programs have been left by the wayside. Since we had the original discussion, drugs that have run into problems include ITMN-191, GS9190, and (most recently) the IDX184/IDX320 combination. All told, the competition is not creeping up on Telaprevir and Boceprevir as rapidly as most people probably thought.