Replies to post #137468 on Biotech Values

[flatlander_60048]

Any thoughts on NVS motivation. Because Deb025 also targets the NS5A protein target is it less likely that they are looking at combination drug? Would two drugs addressing the same pathway be likely to act synergistically?

Is NVS trying to stake a claim to dominance in drugs addressing this pathway since it is less crowded than other pathways? Are they ultimately looking to strike a deal for a combinations treatment with a drug addressing another pathway?

I know that is a lot of questions, but NVS does not tend to talk about their HCV program all that frequently, so I'm not certain where they are headed. Their pipeline summary suggests the intent to file Deb025 next year.

Thanks

FL

[mcbio]

Enanta’s NS5A inhibitor (EDP-239) was announced 2 years ago (#msg-47301187), and there was nary a peep about it until now. NVS’ back-ended deal looks much more reasonable than what other HCV suitors have been doing lately.

Enanta is also the developer of ABT’s ABT-450 PI (#msg-61757048).

Kind of interesting that NVS passed over both the IDIX and ACHN NS5As (the ACHN one being more advanced, no less) for Enanta's version.