Replies to post #166812 on Biotech Values

[mcbio]

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.

I think it's hard to envision this PI+NS5A combo having widespread efficacy across several genotypes. I'm sure there is at least strong potential in GT1b, if it pans out.

[dewophile]

ENTA

Although the companies have refrained from calling this regimen pan-genotypic, they have said they expect it to have efficacy in multiple genotypes

Not quite true. From Abbvie's last earnings call:

In addition to our late-stage efforts, we’re also advancing a compelling next-generation HCV program including a potent protease inhibitor, ABT-493, and a new NS5A inhibitor ABT-530. In preclinical studies, these promising assets have shown pan-genotypic activity and excellent activity against key resistant mutants

If in fact ABT-493 is truly pan-genotypic (and of course performs in the clinic), it could end up being ENTA's most valuable asset. There seem to be several pan-genotypic NS5As in development (idix, achn, gild, abbv), but i don't know of too many PIs that make this claim (idix had one back in the day that failed on safety). So it could be a rare commodity