Replies to post #108646 on Biotech Values

[dewophile]

re 5% boost in SVR

i think it will be highly individualized, adn obviously dependent somewhat on what the baseline SVR is with DAAs alone. some pts will tough it out for the small but real boost others will take their 85% SVR on a 2-3 drug DAA regimen (if that is attainable as many companies boast) and do without the torture of interferon and rib

[ciotera]

Even if SVR is measured for ITT, I think in real life there will be a portion of patients who will not be eligible (or will refuse to take) a regimen that contains ribavarin. So a company would be consciously limiting its market if it adds riba for a negligible bump in SVR rate.

It all comes down to a trade-off: if the benefit of adding riba is going from 80% to 85%, but the cost is a 25% chance of experiencing depression, what would you choose?