Replies to post #110923 on Biotech Values

[oc631]

Half a backbone



If PSI-7977/938 proves safe (the efficacy and resistance profile shouldn't be in question IMO) it stands to be the backbone for the next generation of SOC. All single nuke competitors like IDX-184 and INX-189 will need to go back to the lab to develop a pyrimidine nuke to compete. Single HCV nukes may become outdated after the results of this trial.

[oc631]

He said that before VRUS thought it would not partner 938 before 7977 but basically the 938 program moved much faster than they expected and you had data which showed you could get a 2 log drop in 1 day with 938 and a better resistance profile compared to a 2 log drop in 3 days with 7977. So, basically, the 938 data made 7977 look a little less attractive between the two for partnering

Just a thought on comparing the values of PSI-7977 and PSI-938. The purine PSI-938 may have shown greater efficacy than the pyrimidine PSI-7977 but the safety of the pyrimidine nuke class (as seen in RG7128) is the envy of the industry IMO. The pyrimidine class is also underrepresented and lacks competition from other developers which in turn makes PSI-7977 the more valuable asset.

[oc631]

Thanks for the notes. Haven't had the chance to listen yet.