Replies to post #163194 on Biotech Values

[DewDiligence]

GILD/ABBV/ENTA/Medivir/etc—Seeing 90+% SVR rates with the first-generation oral combo from GILD brings into question the long-term utility of the P.I. class.

Respectfully disagree. GILD hasn’t yet produced an oral GT1 regimen that’s even close to being competitive with the 93% SVR rate in null responders observed in ABBV’s AVIATOR study (#msg-80736847).

[DewDiligence]

ABBV/ENTA—Ritonavir boosting is a clear indication that there's room for improvement [in ABBV’s HCV regimen].

I agree in part. ABBV’s ABT-450-based regimen uses ritonavir at half the normal PK-boosting dose; if this regimen were using ritonavir at full strength, it would be much more of a detriment to commercial uptake.