Replies to post #153401 on Biotech Values

[dewophile]

It's not active in GT2?

why did GILD state something to the contrary? they state in the poster i linked to earlier that it has reduced activity against gen2/3, but to me the preclinical activity didnt look promising. that said BMY's ns5a in combo w 7977 did well despite lower potency in these genotypes, so perhaps they will give it a whirl in gen 2/3s (i should note though that BMY's ns5a, while not that active in gen 2/3, at least preclinically, is about 100 fold more active than GILD's in these genotypes - so i wonder if the dose in the coforumated pill they have with 7977 will be sufficient if they were to try an expand to gen-2/3

For ACHN and IDIX, I think their best chance to compete in the next gen HCV treatment paradigm is to have clear activity beyond GT1, particularly GT3. That seems to be a clear opportunity. I think it's too crowded and they're too far behind to compete meaningfully in GT1

i agree. i dont think achn has a gen 2/3 strategy, though i dont follow the company closely. idix has some opportunity here although i worry 184 even if cleared would require cumbersome monitoring. their NS5A may find a sweet spot here although their track records is less than stellar and they dont have anything more than 3 day data for safety. i mentioned before others that can operate here are NVS with their cyclophin inhibitor, and i also think BMY may think about inf lambda here - its got great tolerability and would only require as little as 8 weeks (i.e 8 shots) which doesnt strike me as a non-starter. i also wonder if someone out there has a PI with gen-2/3 activity that we don't know about..