Replies to post #106680 on Biotech Values

[DewDiligence]

Re: All-oral HCV cocktails

Is there any value of SVR in the T+VX222 trial (in G1 naive patients) below which you would start to question the chances of a 3 drug DAA (wo SOC) taking over 90% of the market? <20%? <10%?

No, there isn’t. Because the Telaprevir + VX-222 cocktail does not contain a nuke, I would not unduly question the all-oral approach even if the trial in question were to produce an SVR rate of 0%.

I’d be interested in your own answer to the question you posed above (and in the answer of anyone else who cares to opine).