Replies to post #152882 on Biotech Values

[mcbio]

Medivir - 3Q12 CC notes

1. Medivir intends to partner MIV-711 after the Phase 1 trial is complete in 1Q13. They have already entered into partnering discussions.

2. For their unpartnered pre-clinical HCV nuke program, Medivir is focused on uridine analogs. Medivir is seeing characteristics in the same order of magnitude or better than GS-7977 in vitro. Medivir is seeing very good potency (QD), long tri-phosphate elimination half-life, and high-level of tri-phosphates in the liver. Medivir expects to select a nuke in 1H13.

3. For the unpartnered pre-clinical NS5A program, Medivir is focused on high potency against GT1A and mutations.

4. Along with the initial pivotal simeprevir trials in GT1 patients due to report out around year-end, Medivir is also testing simeprevir in Phase 3 trials against telaprevir; in GT4 patients; and in HIV co-infected patients.

5. In discussing ongoing trials combining simeprevir with 7977 and with daclatasvir, there was reference to discussions at AASLD about the need to get more data in cirrhotic patients. These combo trials involving simeprevir will include cirrhotic (F3/F4) patients. (Not sure to what degree that prior 7977+daclatasivr data that looked very good included cirrhotic patients.)

6. 7977 + simeprevir data will report out in 1Q13 (this is a slight delay from prior guidance of 4Q12).

7. daclatasvir + simeprevir data will be available in 1H13.