Replies to post #164603 on Biotech Values

[mcbio]

It's possible another class could be added to create a three drug combo (IDX-719?) but this is pure speculation.

Well, the Phase 2 combo trial of simeprevir + samatasvir recently began in GT1b and GT4. I think that combo, in combo with ribavirin and perhaps without, has a chance to suffice in those GTs. Combo trials adding the JNJ non-nuke are also due to begin 2H this year.

[mcbio]

VRTX

Even at the 400mg. dose VX-135 was an inferior drug when compared to sofosbuvir. In my opinion low dosing VX-135 guarantees the VX-135/Simeprevir combo won't be competitive in GT1.

Per Seeking Alpha transcript of today's VRTX CC, it appears VRTX management said during Q&A that the results in the 200mg PK studies of VX-135 compared favorably with the results seen for sofosbuvir at 400mg. Is that not a fair statement?