Replies to post #140443 on Biotech Values

[oc631]

"BMY spokesperson told me this morning that GILD rejected an offer to further develop daclatasvir and GS-7977 in Ph3"

It should come as no surprise that GILD isn't interested in partnering with BMY. IMO the company that will benefit the most from this news is ABT as both companies (GILD/BMY) struggle with the weak links in their respective mid-stage, in-house oral combinations.

[DewDiligence]

GILD appears to be keeping the phase-2 data on GS-5885 (the NS5A inhibitor) under wraps. However, clinicaltrials.gov shows three phase-2 trials of GS-5885 in a 4-drug oral cocktail* and three other phase-2 trials including GS-5885, GS-9451, and interferon/ribavirin. All of these trials are for genotype-1 patients only.


The three all-oral phase-2 trials with GS-5885 are:

• http://clinicaltrials.gov/ct2/show/NCT01434498 (4-drug combo* in first-line setting for ifn-ineligible)

• http://clinicaltrials.gov/ct2/show/NCT01435226 (4-drug combo* in second-line setting following ifn treatment in first line)

• http://www.clinicaltrials.gov/ct2/show/NCT01353248 (4-drug combo* in first- or second-line setting)

*The four drugs are GS-5885, GS-9451 (a PI), tegobuvir/GS-9190 (a non-nuke), and ribavirin.


The three phase-2 trials with GS-5885 and interferon are:

• http://clinicaltrials.gov/ct2/show/NCT01384383 (IL28B CC patients in first-line setting; some patients also take GS-9451)

• http://clinicaltrials.gov/ct2/show/NCT01371578 (second-line setting; some patients also take GS-9451)

• http://clinicaltrials.gov/ct2/show/NCT01356160 (first- or second-line setting; some patients also take GS-9451)