Replies to post #169233 on Biotech Values

[henrym28]

dewophile, What is your opinion on these data? Also don't have search access.

[DewDiligence]

ENTA—Care to change your tune as to expected outcomes for PEARL 2/3 non-ribavirin arms now? If memory serves…I questioned your estimates.

Yes, you did in #msg-92752023, where you predicted that the non-ribavirin arms of PEARL-3 and PEARL-2 would have SVR rates >95% and >90% in treatment-naïve GT1b and treatment-experienced GT1b, respectively.

Based on the PEARL-1 data in GT1b reported today, it’s hard to see how PEARL-2 and PEARL-3—which include a third DAA (ABT-333) not present in PEARL-1—can possibly do worse than PEARL-1 in the same population. My SVR forecasts in #msg-92729218 (bottom) were clearly too conservative.