Replies to post #157188 on Biotech Values

[DewDiligence]

GILD—So, what's the answer for better response rates moving forward in GT3? …Is it simply a matter of combining sofosbuvir with the GILD 2nd gen NS5A? …Or do we need both a better 2nd gen nuke and a better 2nd gen NS5A?

According to Norbert Bischopberger, Sofosbuvir does not need to be supplanted by a better nuke, and the answer for genotype-3 could be adding a drug that is neither a nuke nor an NS5A. (Bischopberger rules out adding GS-5885, which has weak activity against genotype-3.)