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jq1234

12/18/13 10:00 PM

#171521 RE: DewDiligence #171515

The result will stop others like JNJ from doing ph3 combo trial with Sofosbuvir for approval purpose as well - unlikely to begin with. It might also marginalize all other HCV players currently still in ph2 or earlier for GT1 somewhat as well which is positive for both GILD and ABBV/ENTA.

oc631

12/19/13 5:06 AM

#171539 RE: DewDiligence #171515

All talk that GILD was malevolent for not pursuing a Sovaldi + Daclatasvir partnership with BMY should immediately cease.



I agree. I respect GILD's right to develop in-house and some people were unwilling to give ledipasvir a chance to prove itself in the sofosbuvir combination. What's inexcusable was not advancing the interferon-based option for patients in GT2/GT3.

Sofosbuvir reads out like a miracle drug, and it is. But by the power of open-label studies, a small (comparator) cohort of Sofo/PegRiba in GT3 had a 78% SVR rate. This means adding interferon took away from the Sofo/Riba combos efficacy. Go figure.