Replies to post #167362 on Biotech Values

[mcbio]

it certainly doesnt seem like ribavirin will be needed when the phase 3 data come out in this subtype

May not in GT1b as that seems to be the lowest-hanging fruit in the HCV space. Presumably need more data to answer this question in cirrhotic patients though.

[DewDiligence]

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)…

This is happening by default in Japan, where ABT-333 is not in the mix (#msg-91870291).

[oc631]

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)

Since the ABBV drugs in the U.S. aren't co-formulated it's going to be a challenge for ENTA to track the higher royalty rates in GT1B patients using the 2-DAA combination.