Replies to post #167323 on Biotech Values

[kris_kade]

On first blush, ENTA data looks very good.

[dav1234]

AbbVie to present HCV data in November
AbbVie (ABBV +1.9%) will present new HCV data at AASLD in November.Investors will get a look at SVR12 data from PEARL-1 and additional analyses from AVIATOR.
Worth remembering: ABT-450 was discovered in collaboration with Enanta (ENTA

[DewDiligence]

ENTA/ABBV—As previously noted (#msg-91871095), the data to be presented at AASLD are not the data that matter for the global phase-3 program enumerated in #msg-92025068; rather, the data to be presented at AASLD are from ancillary phase-2 trials, including some new analysis of the SVR4-SVR12 concordance in the AVIATOR study, where the main data were presented at AASLD 2012 (#msg-80736847).

Hence, although the ABBV/ENTA data presented at 2013 AALSD will be worth examining, they won’t be market-moving. For that, investors have to wait for the companies to issue PRs on one or more of the phase-3 trials enumerated in #msg-92025068.

Note re study names: PEARL-1 is a phase-2 trial (data will be presented at AASLD), while PEARL-2, PEARL-3, and PEARL-4 are phase-3 trials (data will not be presented at AASLD).

[dewophile]

it certainly doesnt seem like ribavirin will be needed when the phase 3 data come out in this subtype
i wonder if ENTA can use this data to argue that the non-nuke has a minimal contribution to efficacy in pts with 1b (and aim for a higher royalty share)