Replies to post #160226 on Biotech Values

[ciotera]

GILD already filed an FDA NDA for its sofosbuvir treatment.

while technically true, the all-oral sofosbuvir NDA that has been filed is for GT2/3s. As far as GT1 is concerned, the race is still on.

[DewDiligence]

Interim data from BMY’s 3-drug cocktail to be presented at EASL:



The three drugs in the cocktail are Daclatasvir (NS5A), Asunaprevir (PI), and BMS-791325 (non-nuke). Two doses of BMS-791325 were tested, but much of the data for the higher dose (150mg BID) are not yet mature.

Note that there was one viral breakthrough and one relapse in the 12-week cohort for the higher dose of BMS-791325.