Replies to post #163689 on Biotech Values

[DewDiligence]

…whereas ABT-450 is just an important ingredient within a multi-drug oral combo.

If ABT-450 merely gets approved for marketing and then completely bombs in the commercial marketplace, ENTA will still earn pre-commercial milestone payments from ABBV that are roughly equal to ENTA’s current enterprise value.

Since antiviral drugs almost never fail in phase-3 for efficacy reasons, ENTA’s risk/reward tradeoff is favorably skewed at the current valuation to an uncommon degree.

[DewDiligence]

ENTA/ABBV/GILD/BMY/Medivir/IDIX/etc—Twitter dialogue on number of pills in ABBV/ENTA’s all-oral regimen and whether it matters:

http://peerin.co/explore/biotech#conv/MzU0NDA3MzUzMDY5NzQ4MjI0LXBlZXJpbmJpb3RlY2g==appeering

[mcbio]

GILD - 16/24-week P3 GT1/GT3 study of sofosbuvir+riba

(H/t to @lomu_j for this find. Does this imply that 12 weeks of treatment will not be sufficient? Did GILD have some later relapsers previously? If so, doesn't this bode well for the other HCV players, namely those that have a chance to ultimately show that their combo can do the job in 12 weeks?)

http://clinicaltrials.gov/ct2/show/NCT01896193