Replies to Post #150574 onBiotech Values

Replies to #150574 on Biotech Values

10/15/12 1:26 PM

#150580 RE: bladerunner1717 #150574

ABT’s HCV results in the null-responder population are off-the-charts superlative; the age of interferon use in HCV may truly be nearing an end. Moreover, ABT did it without using a nuke in the cocktail.

Detailed discussion of these results will have to wait for the PR/presentation at AASLD, but it appears that ABT’s prior boasting of “unprecedented” success in HCV (#msg-68216224) was not unfounded.

p.s. ABT is trading today at an all-time high.

DewDiligence

10/15/12 1:46 PM

#150589 RE: bladerunner1717 #150574

Also from your ABT post (by Fierce Biotech)

[ABT] is going to have to beat some heavyweight competitors to live up to that boast. GILD, VRTX, BMY, IDIX and others have promising hep C programs in place.

IDIX does not deserve to be mentioned in the same sentence with the others, IMO.

iwfal

10/15/12 3:54 PM

#150608 RE: bladerunner1717 #150574

ABT HCV results:

Agreed that these look good - but:

a) Reminder that previous data indicated that for an ABT all-oral regimen (this one?) the post treatment relapse rate was much greater than one would expect from an ifn based treatment - even past 24 weeks.

b) I'd like to see a breakout of G1a vs G1b

In combo I would guess there is still substantial room for improvement in one of the G1 subtypes.

DewDiligence

10/15/12 7:06 PM

#150634 RE: bladerunner1717 #150574

ABT—One loud and clear result from today’s HCV abstract—no matter what else happens in the trial in question—is that the AbbVie spinoff is much more than just Humira.

ghmm

10/16/12 10:15 AM

#150694 RE: bladerunner1717 #150574

Roche Earnings Call:

It seems big Pharma likes 5 drug combo's in HCV. Roche has a couple trials going (slides 87 & 88)

http://www.roche.com/investors/ir_agenda/q3-2012.htm