Replies to post #150595 on Biotech Values

[genisi]

ABT’s HCV results from AASLD abs.

One last point in addition to tolerability and convenience could be resistance, although I don't expect a combo containing 3 classes of DAAs to allow a lot of resistance still a nuke containing combo should have an even higher barrier to resistance.

[DewDiligence]

Agreed that 85% SVR with excellent tolerability will trump 90%+ SVR with so-so tolerability. However, let’s bear in mind that, when measured on an ITT basis, the SVR metric subsumes tolerability insofar as dropouts never count as SVR’s.

I’m less convinced than you are that “convenience” — i.e. qD vs BID dosing — makes a lot of difference in 12w course of therapy.