Replies to post #166809 on Biotech Values

[DewDiligence]

The future of HCV oral therapy, if successful, is the second-generation Sofo/GS-5816 combo. One pill, once-a-day, without ribavirin, and that works for all HCV patients.

One should not completely discount ABBV/ENTA’s second-generation, 2-DAA, one-pill qD regimen of ABT-493 + ABT-530, which is just entering the clinic (#msg-89280030). Although the companies have refrained from calling this regimen pan-genotypic, they have said they expect it to have efficacy in multiple genotypes.

p.s. ENTA has the same economics on the ABT-493-based regimen as on the ABT-450-based regimen with the additional option of paying for a portion of development expenses and thereby getting a profit share instead of a royalty in the US market.

[mcbio]

The future of HCV oral therapy, if successful, is the second generation Sofo/GS-5816 combo. One pill, Once-a-day, without ribavirin, and that works for all HCV patients.

While in theory, if it pans out down the road, that combo may well work in many more possible patients, that still to me doesn't preclude other potent QD combos from competing in GTs where the latter successfully work. And I suspect there will still be room to compete on price in these individual GTs against the Sofo/GS-5816 combo.