Replies to post #140768 on Biotech Values

[DewDiligence]

ABT—In light of #msg-74608528, I will not be surprised if only ABT-333 [i.e. not ABT-072] is moved to phase III.

That’s a safe assumption, IMO; according to clinicaltrials.gov, there are zero ABT-072 studies in progress or planned:

http://www.clinicaltrials.gov/ct2/results?flds=Xs&flds=a&flds=b&flds=c&flds=f&flds=g&flds=n&term=abt-072&show_flds=Y

[mcbio]

ABT’s all-oral HCV combo(s)
Quote:
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The components will likely include ABT-450 (a PI), ABT-267 (an NS5A inhibitor), and one of the non-nukes (ABT-072 or ABT-333).
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In light of #msg-74608528 I will not be surprised if only 333 is moved to phase III.

Put me down for being skeptical that such an ABT combo will compare favorably to a PI+NS5A+nuke combo. In my prior days as an IDIX long, I recall IDIX speaking on several occasions of non-nukes being the weakest link in their pre-clinical HCV DAA combo studies. And obviously, nukes have performed much better by themselves in the clinic than non-nukes.