Replies to post #117537 on Biotech Values

[oc631]

EASL - first SVR data for mericitabine (a.k.a RG7128 ) interim analysis from the Jump-C phase 2b study. Note the high relapse rate

Surprising to see such a high rate in combination with SOC. Do you think Roche will move forward with the PROPEL study? How about INFORM? I am obviously biased towards the nuke class but to me Jump-C just argues for VRUS' strategy going forward.

[dewophile]

the next generation nukes from VRUS look to be better - and 3 AA substitutions were necessary for development of resistance for at least one of the follow on nukes (not sure about RG7128 resistance)

[DewDiligence]

What’s the over/under on the number of days until Roche officially dumps this drug? It makes no sense to continue development, IMO.