Replies to post #153411 on Biotech Values

[genisi]

I didn't realise BMY tested this combo in GT2/GT3

These data were not on the radar screen cause at that time sofosbuvir/RBV produced 100% SVR in GT2/3 in the ELECTRON trial. Now we will see what GILD are planing to do about GT3. You were correct before assuming GILD will look for an in-house solution, so I thought they might try GS-5885 instead of daclatasvir.

Unlike cancer, a modest improvement over existing SOC might not be good enough for approval in GT3. Especially when a more potent combo is being tested at the same point in time in GT1.

I think that even noninferiority to SOC is enough for approval in GT3 since GILD's combo treatment is shorter and better tolerated plus these patients have no other option.