Replies to post #167624 on Biotech Values

[DewDiligence]

Has ABBV disclosed the GT1A/GT1B patient ratio in SAPHIRE-1/2?

Not to my knowledge.

Are any of the treatment-experienced patients in SAPHIRE-2 P.I. failures?

No; SAPHIRE-2 is limited to patients who failed treatment with peg-IFN + ribavirin. (Ditto for PEARL-2 and MALACHITE-2.)

The PEARL [arms] without ribavirin will be more difficult to call, and of greater future importance IMO.

Let’s break this down more finely. I expect the PEARL-3 non-ribavirin arm to show SVR12>=85% and the PEARL-2 non-ribavirin arm to show SVR12>=75%. The PEARL-4 non-ribavirin arm is a wildcard for which I hesitate to make a prediction.

Your target numbers [for SAPHIRE-1 and SAPHIRE-2] are in-line with my own expectations.

Good to know.