Replies to post #171214 on Biotech Values

[DewDiligence]

There is a chance GILD could have comparable efficacy [to ABBV/ENTA’s regimen] without ribavirin or with 8 weeks duration…

Thanks for chiming in. Just to be clear: Of GILD’s three phase-3 trials for the all-oral NDA in GT1, only the ION-3 trial is testing an 8-week treatment duration, and ION-3 is restricted to treatment-naïve patents without cirrhosis.

[Katsche]

ENTA- Pearl II/III

From Pearl I (450+267) we know that the SVR12 for GT1b naive is 95%.
From Sapphire I (450+267+333+Rib) we know that the SVR12 for GT1b naive is 98%.
Therefore the SVR12 for GT1b naive for Pearl III (450+267+333) must be between 95-98%.
The figures for GT1b treatment (Pearl II) must be between 90% and 97%.
Are this thinking too simple?

Katsche